Cresset Asset Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.6M | Buy |
385,788
+19,255
| +5% | +$2.08M | 0.18% | 84 |
|
|
2025
Q1 | $43.6M | Sell |
366,533
-36,876
| -9% | -$4.39M | 0.22% | 74 |
|
|
2024
Q4 | $43.4M | Sell |
403,409
-190,015
| -32% | -$20.4M | 0.21% | 73 |
|
|
2024
Q3 | $69.6M | Buy |
593,424
+15,866
| +3% | +$1.86M | 0.27% | 48 |
|
|
2024
Q2 | $66.5M | Buy |
577,558
+111,851
| +24% | +$12.9M | 0.28% | 49 |
|
|
2024
Q1 | $54.1M | Buy |
465,707
+88,581
| +23% | +$10.3M | 0.26% | 52 |
|
|
2023
Q4 | $37.7M | Sell |
377,126
-8,860
| -2% | -$886K | 0.23% | 67 |
|
|
2023
Q3 | $45.4M | Buy |
385,986
+14,152
| +4% | +$1.66M | 0.18% | 49 |
|
|
2023
Q2 | $39.9M | Buy |
371,834
+247,122
| +198% | +$26.5M | 0.05% | 56 |
|
|
2023
Q1 | $13.7M | Sell |
124,712
-7,476
| -6% | -$820K | 0.27% | 61 |
|
|
2022
Q4 | $11M | Sell |
132,188
-4,180
| -3% | -$348K | 0.14% | 75 |
|
|
2022
Q3 | $11.9M | Buy |
136,368
+4,070
| +3% | +$355K | 0.15% | 68 |
|
|
2022
Q2 | $11M | Buy |
132,298
+8,862
| +7% | +$740K | 0.14% | 68 |
|
|
2022
Q1 | $10.2M | Sell |
123,436
-45,080
| -27% | -$3.72M | 0.11% | 84 |
|
|
2021
Q4 | $10.3M | Buy |
168,516
+38,834
| +30% | +$2.38M | 0.1% | 90 |
|
|
2021
Q3 | $7.63M | Buy |
129,682
+24,901
| +24% | +$1.46M | 0.1% | 84 |
|
|
2021
Q2 | $6.61M | Sell |
104,781
-3,039
| -3% | -$192K | 0.09% | 86 |
|
|
2021
Q1 | $6.02M | Buy |
107,820
+8,422
| +8% | +$470K | 0.1% | 85 |
|
|
2020
Q4 | $4.1M | Buy |
99,398
+13,286
| +15% | +$548K | 0.07% | 98 |
|
|
2020
Q3 | $2.96M | Buy |
86,112
+9,540
| +12% | +$327K | 0.06% | 126 |
|
|
2020
Q2 | $3.42M | Buy |
76,572
+5,701
| +8% | +$255K | 0.08% | 103 |
|
|
2020
Q1 | $2.69M | Sell |
70,871
-6,886
| -9% | -$261K | 0.08% | 92 |
|
|
2019
Q4 | $5.43M | Buy |
77,757
+13,888
| +22% | +$969K | 0.15% | 58 |
|
|
2019
Q3 | $4.51M | Buy |
63,869
+3,508
| +6% | +$248K | 0.14% | 71 |
|
|
2019
Q2 | $4.63M | Buy |
60,361
+11,191
| +23% | +$857K | 0.14% | 76 |
|
|
2019
Q1 | $2.32M | Buy |
49,170
+21,349
| +77% | +$1.01M | 0.09% | 59 |
|
|
2018
Q4 | $1.9M | Buy |
+27,821
| New | +$1.9M | 0.11% | 44 |
|