EPIQ Capital Group’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$344K Buy
3,200
+27
+0.9% +$2.91K 0.09% 54
2024
Q3
$372K Sell
3,173
-895
-22% -$105K 0.11% 50
2024
Q2
$468K Buy
4,068
+2,048
+101% +$236K 0.16% 41
2024
Q1
$235K Buy
2,020
+18
+0.9% +$2.09K 0.09% 52
2023
Q4
$200K Buy
+2,002
New +$200K 0.09% 53
2022
Q2
Sell
-12,193
Closed -$1.01M 50
2022
Q1
$1.01M Buy
12,193
+4
+0% +$330 0.28% 23
2021
Q4
$746K Buy
12,189
+6
+0% +$367 0.13% 31
2021
Q3
$717K Buy
12,183
+6
+0% +$353 0.07% 35
2021
Q2
$768K Buy
12,177
+397
+3% +$25K 0.08% 30
2021
Q1
$658K Hold
11,780
0.07% 30
2020
Q4
$486K Hold
11,780
0.08% 32
2020
Q3
$404K Hold
11,780
0.06% 29
2020
Q2
$527K Hold
11,780
0.09% 27
2020
Q1
$447K Buy
+11,780
New +$447K 0.13% 30