Epstein & White Financial’s ExxonMobil XOM Stock Holding History

Epstein & White Financial’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
2021 Q2	$303K	Buy	4,792 +50	+1%	+$2.98K	0.08%	66
2021 Q1	$268K	Sell	4,742 -1,030	-18%	-$54K	0.08%	62
2020 Q4	$239K	Sell	5,772 -1,555	-21%	-$58.3K	0.07%	71
2020 Q3	$252K	Buy	7,327 +1	+0%	+$41	0.09%	57
2020 Q2	$328K	Sell	7,326 -8,977	-55%	-$403K	0.12%	43
2020 Q1	$617K	Buy	16,303 +1,124	+7%	+$62.1K	0.26%	33
2019 Q4	$1.06M	Buy	15,179 +806	+6%	+$55.7K	0.46%	21
2019 Q3	$1.02M	Buy	14,373 +477	+3%	+$34.5K	0.49%	18
2019 Q2	$1.03M	Buy	13,896 +4,061	+41%	+$314K	0.55%	13
2019 Q1	$787K	Buy	9,835 +3,965	+68%	+$302K	0.45%	21
2018 Q4	$407K	Buy	5,870 +47	+0.8%	+$3.69K	0.25%	35
2018 Q3	$487K	Sell	5,823 -2,863	-33%	-$234K	0.32%	36
2018 Q2	$703K	Sell	8,686 -149	-2%	-$11.9K	0.52%	24
2018 Q1	$656K	Buy	8,835 +826	+10%	+$66K	0.42%	35
2017 Q4	$694K	Buy	+8,009	New	+$662K	0.4%	37

Other funds holding XOM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Epstein & White Financial's XOM Position: Q2 2021 in Review

Epstein & White Financial increased its ExxonMobil (XOM) stake by 1.1% in Q2 2021, buying an estimated $2.98K and bringing the position to 4,792 shares worth $303K. The position accounts for 0.08% of the portfolio, ranked #66.

Epstein & White Financial first reported a position in XOM in Q4 2017 and has held it in 15 quarters since. The position peaked at $1.06M in Q4 2019. 2,748 funds tracked by Wall St. Rank hold XOM as of Q2 2021.

Epstein & White Financial held 4,792 shares of ExxonMobil worth $303K as of Q2 2021.
Epstein & White Financial bought 50 ExxonMobil shares in Q2 2021, an estimated $2.98K.
ExxonMobil made up 0.08% of Epstein & White Financial's portfolio in Q2 2021, its #66 holding.
Epstein & White Financial first reported a position in ExxonMobil in Q4 2017 and has held it in 15 quarters since.
Epstein & White Financial's ExxonMobil position peaked at $1.06M in Q4 2019.
2,748 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.