EP Wealth Advisors’s ExxonMobil XOM Stock Holding History

EP Wealth Advisors’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	$166M	Sell	976,115 -29,159	-3%	-$4.26M	0.81%	25
2025 Q4	$121M	Buy	+1,005,274	New	+$117M	0.63%	29
2025 Q2	$100M	Buy	932,093 +30,830	+3%	+$3.3M	0.66%	30
2025 Q1	$107M	Buy	901,263 +53,474	+6%	+$5.91M	0.86%	28
2024 Q4	$91.2M	Sell	847,789 -15,018	-2%	-$1.76M	0.74%	28
2024 Q3	$101M	Buy	862,807 +83,740	+11%	+$9.67M	0.87%	27
2024 Q2	$89.7M	Buy	779,067 +33,641	+5%	+$3.92M	0.95%	22
2024 Q1	$86.6M	Buy	745,426 +17,447	+2%	+$1.83M	1.01%	22
2023 Q4	$72.8M	Buy	727,979 +35,180	+5%	+$3.7M	0.93%	24
2023 Q3	$81.5M	Buy	692,799 +685,340	+9,188%	+$75.2M	1.26%	15
2023 Q2	$72.3M	Sell	7,459 -5,541	-43%	-$605K	1.04%	19
2023 Q1	$363K	Sell	13,000 -625,799	-98%	-$69.2M	0.01%	455
2022 Q4	$70.5M	Sell	638,799 -11,157	-2%	-$1.2M	1.27%	13
2022 Q3	$56.7M	Buy	649,956 +44,555	+7%	+$4.07M	1.29%	14
2022 Q2	$51.8M	Buy	605,401 +7,076	+1%	+$638K	1.17%	14
2022 Q1	$49.4M	Buy	598,325 +81,085	+16%	+$6.3M	1.08%	13
2021 Q4	$31.6M	Buy	517,240 +4,314	+0.8%	+$270K	0.75%	34
2021 Q3	$30.2M	Buy	512,926 +39,737	+8%	+$2.26M	0.83%	29
2021 Q2	$29.8M	Buy	473,189 +31,379	+7%	+$1.87M	0.83%	26
2021 Q1	$24.7M	Buy	441,810 +57,386	+15%	+$3.01M	0.78%	32
2020 Q4	$15.8M	Buy	384,424 +10,196	+3%	+$382K	0.56%	43
2020 Q3	$12.8M	Buy	374,228 +24,103	+7%	+$985K	0.55%	44
2020 Q2	$15.7M	Buy	350,125 +42,373	+14%	+$1.9M	0.67%	32
2020 Q1	$11.7M	Sell	307,752 -2,077	-0.7%	-$115K	0.57%	40
2019 Q4	$21.6M	Buy	309,829 +66,180	+27%	+$4.58M	0.89%	25
2019 Q3	$17.2M	Buy	243,649 +4,550	+2%	+$329K	0.85%	29
2019 Q2	$18.3M	Buy	239,099 +10,203	+4%	+$790K	1.14%	20
2019 Q1	$18.5M	Buy	228,896 +26,996	+13%	+$2.06M	1.78%	17
2018 Q4	$13.8M	Sell	201,900 -44,067	-18%	-$3.46M	1.06%	27
2018 Q3	$20.9M	Buy	245,967 +41,987	+21%	+$3.43M	1.63%	10
2018 Q2	$16.9M	Buy	203,980 +4,596	+2%	+$366K	1.59%	14
2018 Q1	$14.9M	Buy	199,384 +19,435	+11%	+$1.55M	1.44%	19
2017 Q4	$15.1M	Buy	179,949 +10,643	+6%	+$880K	1.59%	17
2017 Q3	$13.9M	Buy	169,306 +9,941	+6%	+$789K	1.6%	15
2017 Q2	$12.9M	Buy	159,365 +11,377	+8%	+$931K	1.58%	16
2017 Q1	$12.1M	Buy	147,988 +2,067	+1%	+$173K	1.67%	14
2016 Q4	$11.7M	Buy	145,921 +14,294	+11%	+$1.25M	1.71%	11
2016 Q3	$11.5M	Sell	131,627 -1,483	-1%	-$132K	1.8%	11
2016 Q2	$12.5M	Sell	133,110 -22,471	-14%	-$1.99M	1.99%	10
2016 Q1	$13M	Sell	155,581 -3,690	-2%	-$296K	1.99%	10
2015 Q4	$12.4M	Sell	159,271 -17,478	-10%	-$1.4M	2.09%	12
2015 Q3	$13.1M	Sell	176,749 -18,213	-9%	-$1.4M	2.5%	9
2015 Q2	$16.2M	Buy	194,962 +21,658	+12%	+$1.86M	3.04%	5
2015 Q1	$14.7M	Buy	173,304 +14,673	+9%	+$1.3M	2.77%	8
2014 Q4	$14.7M	Buy	158,631 +984	+0.6%	+$91.8K	2.42%	9
2014 Q3	$14.8M	Buy	157,647 +14,150	+10%	+$1.41M	2.4%	6
2014 Q2	$14.4M	Buy	143,497 +6,539	+5%	+$660K	3.36%	4
2014 Q1	$13.4M	Buy	136,958 +8,497	+7%	+$810K	3.66%	3
2013 Q4	$13M	Buy	128,461 +2,071	+2%	+$191K	3.37%	3
2013 Q3	$10.9M	Buy	126,390 +4,696	+4%	+$423K	3.42%	3
2013 Q2	$11M	Buy	+121,694	New	+$11M	3.97%	3

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

EP Wealth Advisors's XOM Position: Q1 2026 in Review

EP Wealth Advisors reduced its ExxonMobil (XOM) stake by 2.9% in Q1 2026, selling an estimated $4.26M and leaving 976,115 shares worth $166M. The position accounts for 0.81% of the portfolio, ranked #25.

EP Wealth Advisors first reported a position in XOM in Q2 2013 and has held it in 51 quarters since. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

EP Wealth Advisors held 976,115 shares of ExxonMobil worth $166M as of Q1 2026.
EP Wealth Advisors sold 29,159 ExxonMobil shares in Q1 2026, an estimated $4.26M.
ExxonMobil made up 0.81% of EP Wealth Advisors's portfolio in Q1 2026, its #25 holding.
EP Wealth Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 51 quarters since.
4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.