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	$5.92K	Hold	600	–	–	﹤0.01%	1622
2025 Q4	$72.2K	Hold	600	–	–	﹤0.01%	1596
2025 Q3	$67.7K	Buy	+600	New	+$66.7K	﹤0.01%	1516
2025 Q2	–	Sell	-400	Closed	-$47.6K	–	1813
2025 Q1	$47.6K	Buy	+400	New	+$44.2K	﹤0.01%	1659
2024 Q4	–	Sell	-600	Closed	-$70.2K	–	1659
2024 Q3	$70.3K	Buy	600 +400	+200%	+$46.2K	﹤0.01%	2068
2024 Q2	$23K	Buy	+200	New	+$23.3K	﹤0.01%	2045

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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. 4,765 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.
4,765 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.