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EP Wealth Advisors, LLC: XOP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EP Wealth Advisors, LLC on XOP, newest first. How the timeline and the estimate are built.

EP Wealth Advisors, LLC held 74,900 XOP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,900 shares
    Change vs previous 13F -1,771 shares

    0.04% of the 13F portfolio, value $11,554,121.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 76,671 shares
    Change vs previous 13F -2,522 shares

    0.07% of the 13F portfolio, value $13,941,033.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 79,193 shares
    Change vs previous 13F -212,956 shares

    0.05% of the 13F portfolio, value $9,998,862.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 292,149 shares
    Change vs previous 13F +2,642 shares

    0.24% of the 13F portfolio, value $36,752,297.

    13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 289,507 shares
    Change vs previous 13F +9,423 shares

    0.3% of the 13F portfolio, value $38,131,013.

    13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 280,084 shares
    Change vs previous 13F -1,593 shares

    0.3% of the 13F portfolio, value $37,074,725.

    13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 281,677 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $37,046,165.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).