EPIQ Capital Group’s ExxonMobil XOM Stock Holding History

EPIQ Capital Group’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 Q4	$344K	Buy	3,200 +27	+0.9%	+$3.16K	0.09%	54
2024 Q3	$372K	Sell	3,173 -895	-22%	-$103K	0.11%	50
2024 Q2	$468K	Buy	4,068 +2,048	+101%	+$239K	0.16%	41
2024 Q1	$235K	Buy	2,020 +18	+0.9%	+$1.88K	0.09%	52
2023 Q4	$200K	Buy	+2,002	New	+$210K	0.1%	54
2022 Q2	–	Sell	-12,193	Closed	-$1.01M	–	51
2022 Q1	$1.01M	Buy	12,193 +4	+0%	+$311	0.28%	23
2021 Q4	$746K	Buy	12,189 +6	+0%	+$375	0.13%	31
2021 Q3	$717K	Buy	12,183 +6	+0%	+$342	0.07%	35
2021 Q2	$768K	Buy	12,177 +397	+3%	+$23.7K	0.08%	30
2021 Q1	$658K	Hold	11,780	–	–	0.07%	30
2020 Q4	$486K	Hold	11,780	–	–	0.08%	33
2020 Q3	$404K	Hold	11,780	–	–	0.06%	30
2020 Q2	$527K	Hold	11,780	–	–	0.09%	28
2020 Q1	$447K	Buy	+11,780	New	+$650K	0.13%	30

Other funds holding XOM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

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

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