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Willow Creek Wealth Management’s ExxonMobil XOM Stock Holding History

Willow Creek Wealth 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
2025
Q3 		$314K Buy
2,785
+145
+5% +$16.1K 0.03% 142
2025
Q2 		$285K Buy
2,640
+91
+4% +$9.73K 0.03% 144
2025
Q1 		$303K Buy
2,549
+15
+0.6% +$1.66K 0.03% 125
2024
Q4 		$273K Sell
2,534
-43
-2% -$5.03K 0.03% 131
2024
Q3 		$302K Hold
2,577
– – 0.03% 125
2024
Q2 		$297K Buy
2,577
+506
+24% +$58.9K 0.03% 124
2024
Q1 		$241K Sell
2,071
-147
-7% -$15.4K 0.03% 138
2023
Q4 		$222K Buy
2,218
+8
+0.4% +$841 0.03% 138
2023
Q3 		$260K Sell
2,210
-486
-18% -$53.3K 0.04% 116
2023
Q2 		$289K Buy
2,696
+648
+32% +$70.7K 0.04% 120
2023
Q1 		$225K Buy
2,048
+3
+0.1% +$332 0.03% 123
2022
Q4 		$226K Sell
2,045
-816
-29% -$87.4K 0.04% 121
2022
Q3 		$250K Sell
2,861
-425
-13% -$38.8K 0.05% 101
2022
Q2 		$281K Buy
3,286
+822
+33% +$74.1K 0.05% 95
2022
Q1 		$204K Buy
+2,464
New +$192K 0.04% 115
2020
Q1 		– Sell
-3,165
Closed -$221K – 83
2019
Q4 		$221K Buy
3,165
+172
+6% +$11.9K 0.1% 75
2019
Q3 		$211K Sell
2,993
-169
-5% -$12.2K 0.1% 80
2019
Q2 		$242K Buy
3,162
+2
+0.1% +$155 0.12% 71
2019
Q1 		$255K Sell
3,160
-336
-10% -$25.6K 0.13% 59
2018
Q4 		$238K Sell
3,496
-78
-2% -$6.12K 0.13% 55
2018
Q3 		$304K Sell
3,574
-909
-20% -$74.3K 0.17% 49
2018
Q2 		$371K Sell
4,483
-409
-8% -$32.6K 0.21% 39
2018
Q1 		$365K Buy
+4,892
New +$391K 0.2% 41

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Willow Creek Wealth Management's XOM Position: Q3 2025 in Review

Willow Creek Wealth Management increased its ExxonMobil (XOM) stake by 5.5% in Q3 2025, buying an estimated $16.1K and bringing the position to 2,785 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #142.

Willow Creek Wealth Management first reported a position in XOM in Q1 2018 and has held it in 23 quarters since. The position peaked at $371K in Q2 2018. 4,223 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

  • Willow Creek Wealth Management held 2,785 shares of ExxonMobil worth $314K as of Q3 2025.
  • Willow Creek Wealth Management bought 145 ExxonMobil shares in Q3 2025, an estimated $16.1K.
  • ExxonMobil made up 0.03% of Willow Creek Wealth Management's portfolio in Q3 2025, its #142 holding.
  • Willow Creek Wealth Management first reported a position in ExxonMobil in Q1 2018 and has held it in 23 quarters since.
  • Willow Creek Wealth Management's ExxonMobil position peaked at $371K in Q2 2018.
  • 4,223 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.