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Cresset Asset Management’s ExxonMobil XOM Stock Holding History

Cresset Asset Management’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.36M Hold
20,000
– – 0.01% 672
2025
Q4 		$2.41M Hold
20,000
– – 0.01% 519
2025
Q3 		$2.25M Buy
+20,000
New +$2.22M 0.01% 496

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cresset Asset Management's XOM Position: Q1 2026 in Review

Cresset Asset Management reduced its ExxonMobil (XOM) stake by 4.7% in Q1 2026, selling an estimated $2.43M and leaving 335,383 shares worth $56.9M. The position accounts for 0.25% of the portfolio, ranked #71.

Cresset Asset Management first reported a position in XOM in Q4 2018 and has held it in 30 quarters since. The position peaked at $69.6M in Q3 2024. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Cresset Asset Management held 335,383 shares of ExxonMobil worth $56.9M as of Q1 2026.
  • Cresset Asset Management sold 16,638 ExxonMobil shares in Q1 2026, an estimated $2.43M.
  • ExxonMobil made up 0.25% of Cresset Asset Management's portfolio in Q1 2026, its #71 holding.
  • Cresset Asset Management first reported a position in ExxonMobil in Q4 2018 and has held it in 30 quarters since.
  • Cresset Asset Management's ExxonMobil position peaked at $69.6M in Q3 2024.
  • 4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.