EWA
EP Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $100M | Buy |
932,093
+30,830
| +3% | +$3.32M | 0.66% | 30 |
|
|
2025
Q1 | $107M | Buy |
901,263
+53,474
| +6% | +$6.36M | 0.86% | 28 |
|
|
2024
Q4 | $91.2M | Sell |
847,789
-15,018
| -2% | -$1.62M | 0.74% | 28 |
|
|
2024
Q3 | $101M | Buy |
862,807
+83,740
| +11% | +$9.82M | 0.87% | 27 |
|
|
2024
Q2 | $89.7M | Buy |
779,067
+33,641
| +5% | +$3.87M | 0.95% | 22 |
|
|
2024
Q1 | $86.6M | Buy |
745,426
+17,447
| +2% | +$2.03M | 1.01% | 22 |
|
|
2023
Q4 | $72.8M | Buy |
727,979
+35,180
| +5% | +$3.52M | 0.93% | 24 |
|
|
2023
Q3 | $81.5M | Buy |
692,799
+685,340
| +9,188% | +$80.6M | 1.26% | 15 |
|
|
2023
Q2 | $72.3M | Sell |
7,459
-5,541
| -43% | -$53.7M | 1.04% | 19 |
|
|
2023
Q1 | $363K | Sell |
13,000
-625,799
| -98% | -$17.5M | 0.01% | 455 |
|
|
2022
Q4 | $70.5M | Sell |
638,799
-11,157
| -2% | -$1.23M | 1.27% | 13 |
|
|
2022
Q3 | $56.7M | Buy |
649,956
+44,555
| +7% | +$3.89M | 1.29% | 14 |
|
|
2022
Q2 | $51.8M | Buy |
605,401
+7,076
| +1% | +$606K | 1.17% | 14 |
|
|
2022
Q1 | $49.4M | Buy |
598,325
+81,085
| +16% | +$6.7M | 1.08% | 13 |
|
|
2021
Q4 | $31.7M | Buy |
517,240
+4,314
| +0.8% | +$264K | 0.75% | 34 |
|
|
2021
Q3 | $30.2M | Buy |
512,926
+39,737
| +8% | +$2.34M | 0.83% | 29 |
|
|
2021
Q2 | $29.8M | Buy |
473,189
+31,379
| +7% | +$1.98M | 0.83% | 26 |
|
|
2021
Q1 | $24.7M | Buy |
441,810
+57,386
| +15% | +$3.2M | 0.78% | 32 |
|
|
2020
Q4 | $15.8M | Buy |
384,424
+10,196
| +3% | +$420K | 0.56% | 43 |
|
|
2020
Q3 | $12.8M | Buy |
374,228
+24,103
| +7% | +$827K | 0.55% | 44 |
|
|
2020
Q2 | $15.7M | Buy |
350,125
+42,373
| +14% | +$1.89M | 0.67% | 32 |
|
|
2020
Q1 | $11.7M | Sell |
307,752
-2,077
| -0.7% | -$78.9K | 0.57% | 40 |
|
|
2019
Q4 | $21.6M | Buy |
309,829
+66,180
| +27% | +$4.62M | 0.89% | 25 |
|
|
2019
Q3 | $17.2M | Buy |
243,649
+4,550
| +2% | +$321K | 0.85% | 29 |
|
|
2019
Q2 | $18.3M | Buy |
239,099
+10,203
| +4% | +$782K | 1.14% | 20 |
|
|
2019
Q1 | $18.5M | Buy |
228,896
+26,996
| +13% | +$2.18M | 1.78% | 17 |
|
|
2018
Q4 | $13.8M | Sell |
201,900
-44,067
| -18% | -$3.01M | 1.06% | 27 |
|
|
2018
Q3 | $20.9M | Buy |
245,967
+41,987
| +21% | +$3.57M | 1.63% | 10 |
|
|
2018
Q2 | $16.9M | Buy |
203,980
+4,596
| +2% | +$380K | 1.59% | 14 |
|
|
2018
Q1 | $14.9M | Buy |
199,384
+19,435
| +11% | +$1.45M | 1.44% | 19 |
|
|
2017
Q4 | $15.1M | Buy |
179,949
+10,643
| +6% | +$890K | 1.59% | 17 |
|
|
2017
Q3 | $13.9M | Buy |
169,306
+9,941
| +6% | +$815K | 1.6% | 15 |
|
|
2017
Q2 | $12.9M | Buy |
159,365
+11,377
| +8% | +$918K | 1.58% | 16 |
|
|
2017
Q1 | $12.1M | Buy |
147,988
+2,067
| +1% | +$170K | 1.67% | 14 |
|
|
2016
Q4 | $11.7M | Buy |
145,921
+14,294
| +11% | +$1.15M | 1.71% | 11 |
|
|
2016
Q3 | $11.5M | Sell |
131,627
-1,483
| -1% | -$129K | 1.8% | 11 |
|
|
2016
Q2 | $12.5M | Sell |
133,110
-22,471
| -14% | -$2.11M | 1.99% | 10 |
|
|
2016
Q1 | $13M | Sell |
155,581
-3,690
| -2% | -$308K | 1.99% | 10 |
|
|
2015
Q4 | $12.4M | Sell |
159,271
-17,478
| -10% | -$1.36M | 2.09% | 12 |
|
|
2015
Q3 | $13.1M | Sell |
176,749
-18,213
| -9% | -$1.35M | 2.5% | 9 |
|
|
2015
Q2 | $16.2M | Buy |
194,962
+21,658
| +12% | +$1.8M | 3.04% | 5 |
|
|
2015
Q1 | $14.7M | Buy |
173,304
+14,673
| +9% | +$1.25M | 2.77% | 8 |
|
|
2014
Q4 | $14.7M | Buy |
158,631
+984
| +0.6% | +$91K | 2.42% | 9 |
|
|
2014
Q3 | $14.8M | Buy |
157,647
+14,150
| +10% | +$1.33M | 2.4% | 6 |
|
|
2014
Q2 | $14.4M | Buy |
143,497
+6,539
| +5% | +$658K | 3.36% | 4 |
|
|
2014
Q1 | $13.4M | Buy |
136,958
+8,497
| +7% | +$830K | 3.66% | 3 |
|
|
2013
Q4 | $13M | Buy |
128,461
+2,071
| +2% | +$210K | 3.37% | 3 |
|
|
2013
Q3 | $10.9M | Buy |
126,390
+4,696
| +4% | +$404K | 3.42% | 3 |
|
|
2013
Q2 | $11M | Buy |
+121,694
| New | +$11M | 3.97% | 3 |
|