Epic Trust Investment Advisors’s ExxonMobil XOM Stock Holding History

Epic Trust Investment 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
2024 Q2	$576K	Buy	5,006 +26	+0.5%	+$3.03K	0.63%	34
2024 Q1	$579K	Hold	4,980	–	–	0.71%	34
2023 Q4	$498K	Sell	4,980 -38	-0.8%	-$3.99K	0.67%	39
2023 Q3	$590K	Sell	5,018 -404	-7%	-$44.3K	0.93%	29
2023 Q2	$582K	Sell	5,422 -975	-15%	-$106K	0.83%	31
2023 Q1	$702K	Buy	6,397 +994	+18%	+$110K	0.86%	29
2022 Q4	$596K	Buy	5,403 +10	+0.2%	+$1.07K	0.9%	29
2022 Q3	$471K	Buy	5,393 +528	+11%	+$48.2K	0.65%	44
2022 Q2	$417K	Buy	+4,865	New	+$439K	0.79%	35

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Epic Trust Investment Advisors's XOM Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its ExxonMobil (XOM) stake by 0.52% in Q2 2024, buying an estimated $3.03K and bringing the position to 5,006 shares worth $576K. The position accounts for 0.63% of the portfolio, ranked #34.

Epic Trust Investment Advisors first reported a position in XOM in Q2 2022 and has held it in 9 quarters since. The position peaked at $702K in Q1 2023. 3,924 funds tracked by Wall St. Rank hold XOM as of Q2 2024.

Epic Trust Investment Advisors held 5,006 shares of ExxonMobil worth $576K as of Q2 2024.
Epic Trust Investment Advisors bought 26 ExxonMobil shares in Q2 2024, an estimated $3.03K.
ExxonMobil made up 0.63% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #34 holding.
Epic Trust Investment Advisors first reported a position in ExxonMobil in Q2 2022 and has held it in 9 quarters since.
Epic Trust Investment Advisors's ExxonMobil position peaked at $702K in Q1 2023.
3,924 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.