SEC 13F Intelligence

Creative Planning / EXMOC

Creative Planning’s Exxon Mobil Corp Position

Does Creative Planning own Exxon Mobil Corp (EXMOC)? Yes — 2.23M shares worth $379M (+0.26% of its 13F portfolio) as of Q1 2026, up from 2.02M shares the prior filed quarter.

Position Value
$379M
Q1 2026
Shares
2.23M
% of Portfolio
+0.26%
Quarters Held
30
currently held

Position History EXMOC

Reported value by quarter
Q4 ’18: $71MQ4 ’18Q1 ’19: $82MQ2 ’19: $78MQ3 ’19: $71MQ4 ’19: $73MQ4 ’19Q1 ’20: $41MQ2 ’20: $49MQ3 ’20: $36MQ4 ’20: $50MQ4 ’20Q1 ’21: $67MQ2 ’21: $73MQ3 ’21: $66MQ4 ’21: $68MQ4 ’21Q1 ’22: $95MQ2 ’22: $126MQ3 ’22: $122MQ4 ’22: $174MQ4 ’22Q1 ’23: $178MQ2 ’23: $166MQ3 ’23: $202MQ4 ’23: $163MQ4 ’23Q1 ’24: $194MQ2 ’24: $206MQ3 ’24: $211MQ4 ’24: $192MQ4 ’24Q1 ’25: $212MQ2 ’25: $190MQ3 ’25: $212MQ4 ’25: $244MQ4 ’25Q1 ’26: $379Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.23M$379M+0.26%
Q4 20252.02M$244M+0.17%
Q3 20251.88M$212M+0.16%
Q2 20251.77M$190M+0.16%
Q1 20251.78M$212M+0.20%
Q4 20241.78M$192M+0.19%
Q3 20241.80M$211M+0.21%
Q2 20241.79M$206M+0.22%
Q1 20241.67M$194M+0.22%
Q4 20231.63M$163M+0.30%
Q3 20231.72M$202M+0.27%
Q2 20231.54M$166M+0.22%
Q1 20231.62M$178M+0.26%
Q4 20221.57M$174M+0.26%
Q3 20221.40M$122M+0.21%
Q2 20221.48M$126M+0.21%
Q1 20221.15M$95M+0.15%
Q4 20211.12M$68M+0.11%
Q3 20211.12M$66M+0.12%
Q2 20211.16M$73M+0.13%
Q1 20211.21M$67M+0.14%
Q4 20201.22M$50M+0.11%
Q3 20201.06M$36M+0.09%
Q2 20201.09M$49M+0.14%
Q1 20201.07M$41M+0.14%
Q4 20191.05M$73M+0.22%
Q3 2019999.7K$71M+0.23%
Q2 20191.02M$78M+0.26%
Q1 20191.02M$82M+0.30%
Q4 20181.04M$71M+0.29%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Creative Planning’s full portfolio or all institutional holders of EXMOC.