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EPIQ Partners’s ExxonMobil XOM Stock Holding History

EPIQ Partners’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
Q2 		$1.6M Hold
11,713
– – 0.68% 36
2026
Q1 		$1.99M Hold
11,713
– – 0.93% 32
2025
Q4 		$1.41M Hold
11,713
– – 0.66% 39
2025
Q3 		$1.32M Hold
11,713
– – 0.62% 39
2025
Q2 		$1.26M Sell
11,713
-217
-2% -$23.2K 0.64% 39
2025
Q1 		$1.42M Hold
11,930
– – 0.75% 38
2024
Q4 		$1.28M Buy
11,930
+346
+3% +$40.5K 0.69% 36
2024
Q3 		$1.36M Hold
11,584
– – 0.75% 33
2024
Q2 		$1.33M Hold
11,584
– – 0.9% 32
2024
Q1 		$1.35M Sell
11,584
-1,310
-10% -$137K 0.9% 33
2023
Q4 		$1.29M Buy
12,894
+113
+0.9% +$11.9K 0.92% 33
2023
Q3 		$1.5M Hold
12,781
– – 1.13% 28
2023
Q2 		$1.37M Hold
12,781
– – 0.93% 35
2023
Q1 		$1.4M Sell
12,781
-50
-0.4% -$5.53K 0.97% 35
2022
Q4 		$1.42M Hold
12,831
– – 0.94% 38
2022
Q3 		$1.12M Buy
12,831
+302
+2% +$27.6K 0.69% 42
2022
Q2 		$1.07M Buy
12,529
+228
+2% +$20.6K 0.66% 47
2022
Q1 		$1.02M Buy
12,301
+717
+6% +$55.7K 0.55% 52
2021
Q4 		$709K Hold
11,584
– – 0.38% 53
2021
Q3 		$681K Buy
11,584
+3,820
+49% +$218K 0.31% 58
2021
Q2 		$490K Buy
7,764
+2
+0% +$119 0.25% 58
2021
Q1 		$433K Sell
7,762
-2,497
-24% -$131K 0.25% 59
2020
Q4 		$423K Buy
10,259
+3,503
+52% +$131K 0.29% 55
2020
Q3 		$224K Buy
6,756
+4
+0.1% +$164 0.17% 68
2020
Q2 		$302K Buy
6,752
+168
+3% +$7.54K 0.28% 52
2020
Q1 		$250K Hold
6,584
– – 0.28% 57
2019
Q4 		$459K Buy
+6,584
New +$455K 0.47% 48

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

EPIQ Partners's XOM Position: Q2 2026 in Review

EPIQ Partners held its ExxonMobil (XOM) position steady in Q2 2026 at 11,713 shares worth $1.6M. The position accounts for 0.68% of the portfolio, ranked #36.

EPIQ Partners first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.99M in Q1 2026. 898 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • EPIQ Partners held 11,713 shares of ExxonMobil worth $1.6M as of Q2 2026.
  • EPIQ Partners left its ExxonMobil share count unchanged in Q2 2026.
  • ExxonMobil made up 0.68% of EPIQ Partners's portfolio in Q2 2026, its #36 holding.
  • EPIQ Partners first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
  • EPIQ Partners's ExxonMobil position peaked at $1.99M in Q1 2026.
  • 898 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on EPIQ Partners's 13F filing for Q2 2026, filed 7 Jul 2026.