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	0.09%	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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

EPIQ Capital Group's XOM Position: Q4 2024 in Review

EPIQ Capital Group increased its ExxonMobil (XOM) stake by 0.85% in Q4 2024, buying an estimated $3.16K and bringing the position to 3,200 shares worth $344K. The position accounts for 0.09% of the portfolio, ranked #54.

EPIQ Capital Group first reported a position in XOM in Q1 2020 and has held it in 14 quarters since. The position peaked at $1.01M in Q1 2022. 4,270 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

EPIQ Capital Group held 3,200 shares of ExxonMobil worth $344K as of Q4 2024.
EPIQ Capital Group bought 27 ExxonMobil shares in Q4 2024, an estimated $3.16K.
ExxonMobil made up 0.09% of EPIQ Capital Group's portfolio in Q4 2024, its #54 holding.
EPIQ Capital Group first reported a position in ExxonMobil in Q1 2020 and has held it in 14 quarters since.
EPIQ Capital Group's ExxonMobil position peaked at $1.01M in Q1 2022.
4,270 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on EPIQ Capital Group's 13F filing for Q4 2024, filed 7 Feb 2025.