Petrus Trust Company’s ExxonMobil XOM Stock Holding History

Petrus Trust Company’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
2025 Q1	–	Sell	-5,463	Closed	-$588K	–	804
2024 Q4	$588K	Buy	+5,463	New	+$639K	0.06%	159
2024 Q3	–	Sell	-3,558	Closed	-$410K	–	773
2024 Q2	$410K	Hold	3,558	–	–	0.04%	306
2024 Q1	$414K	Sell	3,558 -5,269	-60%	-$551K	0.04%	298
2023 Q4	$883K	Buy	+8,827	New	+$928K	0.08%	56
2022 Q1	–	Sell	-4,199	Closed	-$257K	–	162
2021 Q4	$257K	Sell	4,199 -375	-8%	-$23.4K	0.03%	62
2021 Q3	$269K	Buy	+4,574	New	+$261K	0.03%	51
2020 Q4	–	Sell	-6,674	Closed	-$229K	–	247
2020 Q3	$229K	Buy	+6,674	New	+$273K	0.02%	158
2018 Q4	–	Sell	-2,765	Closed	-$235K	–	317
2018 Q3	$235K	Hold	2,765	–	–	0.05%	157
2018 Q2	$229K	Buy	+2,765	New	+$220K	0.05%	208
2015 Q2	–	Sell	-38,557	Closed	-$3.28M	–	108
2015 Q1	$3.28M	Hold	38,557	–	–	0.76%	47
2014 Q4	$3.56M	Hold	38,557	–	–	0.88%	44
2014 Q3	$3.63M	Hold	38,557	–	–	0.89%	44
2014 Q2	$3.88M	Hold	38,557	–	–	1.04%	38
2014 Q1	$3.77M	Hold	38,557	–	–	0.97%	40
2013 Q4	$3.9M	Hold	38,557	–	–	1.02%	39
2013 Q3	$3.32M	Hold	38,557	–	–	0.88%	40
2013 Q2	$3.48M	Buy	+38,557	New	+$3.47M	0.89%	42

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Petrus Trust Company's XOM Position: Q1 2025 in Review

Petrus Trust Company sold out of ExxonMobil (XOM) in Q1 2025, closing a stake of 5,463 shares — an estimated $588K sold.

Petrus Trust Company first reported a position in XOM in Q2 2013 and held it in 17 quarters. The position peaked at $3.9M in Q4 2013. 4,258 funds tracked by Wall St. Rank hold XOM as of Q1 2025.

Petrus Trust Company reported no remaining ExxonMobil position as of Q1 2025 after selling out during the quarter.
Petrus Trust Company sold 5,463 ExxonMobil shares in Q1 2025, an estimated $588K.
Petrus Trust Company first reported a position in ExxonMobil in Q2 2013 and held it in 17 quarters.
Petrus Trust Company's ExxonMobil position peaked at $3.9M in Q4 2013.
4,258 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.

Based on Petrus Trust Company's 13F filing for Q1 2025, filed 15 May 2025.