Ep Wealth Advisors, LLC Exxon Mobil Corp Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 862,807 shares of XOM stock, worth $91.3 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

862,807

Previous 779,067 10.75%

Holding current value

$91.3 Million

Previous $89.7 Million 12.77%

% of portfolio

0.9%

Previous 0.97%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$109.72 - $119.0 $9.19 Million - $9.97 Million	83,740 Added 10.75%	862,807 $101 Million
Q2 2024 Aug 19, 2024	BUY	$108.36 - $122.2 $3.65 Million - $4.11 Million	33,641 Added 4.51%	779,067 $89.7 Million
Q1 2024 May 14, 2024	BUY	$96.8 - $116.24 $1.69 Million - $2.03 Million	17,447 Added 2.4%	745,426 $86.6 Million
Q4 2023 Feb 28, 2024	BUY	$98.05 - $115.83 $3.45 Million - $4.07 Million	35,180 Added 5.08%	727,979 $72.8 Million
Q3 2023 Nov 22, 2023	BUY	$100.92 - $120.2 $69.2 Million - $82.4 Million	685,340 Added 9188.09%	692,799 $81.5 Million
Q2 2023 Aug 14, 2023	SELL	$102.18 - $118.34 $566,179 - $655,721	-5,541 Reduced 42.62%	7,459 $799,000
Q1 2023 Jun 05, 2023	SELL	$99.84 - $119.17 $63.6 Million - $75.9 Million	-636,956 Reduced 98.0%	13,000 $1.43 Million
Q4 2022 Jun 12, 2023	BUY	$91.92 - $114.2 $57.5 Million - $71.5 Million	625,799 Added 4813.84%	638,799 $70.5 Million
Q3 2022 Dec 02, 2022	BUY	$83.14 - $100.12 $3.7 Million - $4.46 Million	44,555 Added 7.36%	649,956 $56.7 Million
Q2 2022 Aug 11, 2022	BUY	$82.26 - $104.59 $582,071 - $740,078	7,076 Added 1.18%	605,401 $51.8 Million
Q1 2022 May 20, 2022	BUY	$63.54 - $87.78 $5.15 Million - $7.12 Million	81,085 Added 15.68%	598,325 $49.4 Million
Q4 2021 Feb 17, 2022	BUY	$59.16 - $66.36 $255,216 - $286,277	4,314 Added 0.84%	517,240 $31.7 Million
Q3 2021 Nov 23, 2021	BUY	$52.73 - $63.26 $26.8 Million - $32.1 Million	507,483 Added 9323.59%	512,926 $30.2 Million
Q3 2021 Nov 16, 2021	SELL	$52.73 - $63.26 $24.7 Million - $29.6 Million	-467,746 Reduced 98.85%	5,443 $30.2 Million
Q2 2021 Aug 24, 2021	BUY	$55.27 - $64.66 $1.73 Million - $2.03 Million	31,379 Added 7.1%	473,189 $29.8 Million
Q1 2021 May 17, 2021	BUY	$41.5 - $61.97 $2.38 Million - $3.56 Million	57,386 Added 14.93%	441,810 $24.7 Million
Q4 2020 Feb 18, 2021	BUY	$31.57 - $44.01 $321,887 - $448,725	10,196 Added 2.72%	384,424 $15.8 Million
Q3 2020 Nov 17, 2020	BUY	$34.28 - $44.97 $826,250 - $1.08 Million	24,103 Added 6.88%	374,228 $12.8 Million
Q2 2020 Aug 14, 2020	BUY	$37.53 - $54.74 $1.59 Million - $2.32 Million	42,373 Added 13.77%	350,125 $15.7 Million
Q1 2020 May 18, 2020	SELL	$31.45 - $70.9 $65,321 - $147,259	-2,077 Reduced 0.67%	307,752 $11.7 Million
Q4 2019 Feb 14, 2020	BUY	$66.7 - $73.09 $4.41 Million - $4.84 Million	66,180 Added 27.16%	309,829 $21.6 Million
Q3 2019 Nov 18, 2019	BUY	$67.19 - $77.63 $305,714 - $353,216	4,550 Added 1.9%	243,649 $17.2 Million
Q2 2019 Aug 27, 2019	BUY	$70.77 - $83.38 $722,066 - $850,726	10,203 Added 4.46%	239,099 $18.3 Million
Q1 2019 May 20, 2019	BUY	$68.62 - $81.79 $1.85 Million - $2.21 Million	26,996 Added 13.37%	228,896 $18.5 Million
Q4 2018 Feb 19, 2019	SELL	$65.51 - $86.51 $2.89 Million - $3.81 Million	-44,067 Reduced 17.92%	201,900 $13.8 Million
Q3 2018 Nov 15, 2018	BUY	$76.94 - $86.6 $3.23 Million - $3.64 Million	41,987 Added 20.58%	245,967 $20.9 Million
Q2 2018 Aug 14, 2018	BUY	$73.22 - $83.6 $336,519 - $384,225	4,596 Added 2.31%	203,980 $16.9 Million
Q1 2018 May 15, 2018	BUY	$72.81 - $89.07 $1.42 Million - $1.73 Million	19,435 Added 10.8%	199,384 $14.9 Million
Q4 2017 Feb 15, 2018	BUY	$80.24 - $84.02 $853,994 - $894,224	10,643 Added 6.29%	179,949 $15.1 Million
Q3 2017 Nov 15, 2017	BUY	$76.1 - $82.19 $756,510 - $817,050	9,941 Added 6.24%	169,306 $13.9 Million
Q2 2017 Aug 17, 2017	BUY	N/A	159,365	159,365 $12.9 Million

Others Institutions Holding XOM

# of Institutions

4,319

Shares Held

2.62B

Call Options Held

44.8M

Put Options Held

38.5M

View Full List

About EXXON MOBIL CORP

Ticker XOM
Exchange NYSE
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 4,167,640,064
Market Cap $441B
Description
Exxon Mobil Corporation explores for and produces crude oil and natural gas in the United States and internationally. It operates through Upstream, Downstream, and Chemical segments. The company is also involved in the manufacture, trade, transport, and sale of crude oil, natural gas, petroleum products, petrochemicals, and other specialty produ...

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Ep Wealth Advisors, LLC Exxon Mobil Corp Transaction History