EPIQ Partners’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
11,713
-217
| -2% | -$23.4K | 0.64% | 39 |
|
|
2025
Q1 | $1.42M | Hold |
11,930
| – | – | 0.75% | 38 |
|
|
2024
Q4 | $1.28M | Buy |
11,930
+346
| +3% | +$37.2K | 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% | -$152K | 0.9% | 33 |
|
|
2023
Q4 | $1.29M | Buy |
12,894
+113
| +0.9% | +$11.3K | 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% | -$5.48K | 0.97% | 35 |
|
|
2022
Q4 | $1.42M | Hold |
12,831
| – | – | 0.94% | 38 |
|
|
2022
Q3 | $1.12M | Buy |
12,831
+302
| +2% | +$26.4K | 0.69% | 42 |
|
|
2022
Q2 | $1.07M | Buy |
12,529
+228
| +2% | +$19.5K | 0.66% | 47 |
|
|
2022
Q1 | $1.02M | Buy |
12,301
+717
| +6% | +$59.2K | 0.55% | 52 |
|
|
2021
Q4 | $709K | Hold |
11,584
| – | – | 0.38% | 53 |
|
|
2021
Q3 | $681K | Buy |
11,584
+3,820
| +49% | +$225K | 0.31% | 58 |
|
|
2021
Q2 | $490K | Buy |
7,764
+2
| +0% | +$126 | 0.25% | 58 |
|
|
2021
Q1 | $433K | Sell |
7,762
-2,497
| -24% | -$139K | 0.25% | 59 |
|
|
2020
Q4 | $423K | Buy |
10,259
+3,503
| +52% | +$144K | 0.29% | 55 |
|
|
2020
Q3 | $224K | Buy |
6,756
+4
| +0.1% | +$133 | 0.17% | 68 |
|
|
2020
Q2 | $302K | Buy |
6,752
+168
| +3% | +$7.51K | 0.28% | 52 |
|
|
2020
Q1 | $250K | Hold |
6,584
| – | – | 0.28% | 57 |
|
|
2019
Q4 | $459K | Buy |
+6,584
| New | +$459K | 0.47% | 48 |
|