Taurus Asset Management’s ExxonMobil XOM Stock Holding History

Taurus Asset Management’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	$3.41M	Hold	28,644	–	–	0.35%	42
2024 Q4	$3.08M	Sell	28,644 -122	-0.4%	-$14.3K	0.3%	43
2024 Q3	$3.37M	Hold	28,766	–	–	0.33%	43
2024 Q2	$3.31M	Sell	28,766 -348	-1%	-$40.5K	0.34%	43
2024 Q1	$3.38M	Sell	29,114 -314	-1%	-$32.9K	0.34%	42
2023 Q4	$2.94M	Hold	29,428	–	–	0.32%	41
2023 Q3	$3.46M	Hold	29,428	–	–	0.42%	41
2023 Q2	$3.16M	Sell	29,428 -572	-2%	-$62.4K	0.37%	41
2023 Q1	$3.29M	Sell	30,000 -1,125	-4%	-$124K	0.4%	43
2022 Q4	$3.43M	Hold	31,125	–	–	0.44%	42
2022 Q3	$2.72M	Sell	31,125 -50	-0.2%	-$4.57K	0.36%	41
2022 Q2	$2.67M	Buy	31,175 +1,059	+4%	+$95.5K	0.33%	41
2022 Q1	$2.49M	Sell	30,116 -230	-0.8%	-$17.9K	0.25%	41
2021 Q4	$1.86M	Sell	30,346 -200	-0.7%	-$12.5K	0.18%	42
2021 Q3	$1.8M	Hold	30,546	–	–	0.19%	43
2021 Q2	$1.93M	Sell	30,546 -200	-0.7%	-$11.9K	0.2%	46
2021 Q1	$1.72M	Sell	30,746 -2,217	-7%	-$116K	0.2%	47
2020 Q4	$1.36M	Sell	32,963 -18,040	-35%	-$676K	0.16%	49
2020 Q3	$1.75M	Sell	51,003 -2,869	-5%	-$117K	0.22%	49
2020 Q2	$2.41M	Hold	53,872	–	–	0.33%	43
2020 Q1	$2.05M	Hold	53,872	–	–	0.34%	43
2019 Q4	$3.76M	Sell	53,872 -1,291	-2%	-$89.3K	0.49%	44
2019 Q3	$3.9M	Sell	55,163 -1,029	-2%	-$74.4K	0.55%	40
2019 Q2	$4.31M	Sell	56,192 -24,829	-31%	-$1.92M	0.59%	41
2019 Q1	$6.55M	Sell	81,021 -2,649	-3%	-$202K	0.92%	40
2018 Q4	$5.71M	Sell	83,670 -1,300	-2%	-$102K	0.91%	40
2018 Q3	$7.22M	Sell	84,970 -1,750	-2%	-$143K	0.98%	41
2018 Q2	$7.17M	Sell	86,720 -1,725	-2%	-$137K	1.05%	40
2018 Q1	$6.6M	Sell	88,445 -2,780	-3%	-$222K	0.99%	41
2017 Q4	$7.63M	Sell	91,225 -522	-0.6%	-$43.2K	1.12%	40
2017 Q3	$7.52M	Sell	91,747 -1,378	-1%	-$109K	1.17%	39
2017 Q2	$7.52M	Sell	93,125 -3,315	-3%	-$271K	1.18%	43
2017 Q1	$7.91M	Sell	96,440 -600	-0.6%	-$50.1K	1.3%	38
2016 Q4	$8.76M	Sell	97,040 -500	-0.5%	-$43.7K	1.59%	29
2016 Q3	$8.51M	Sell	97,540 -1,250	-1%	-$111K	1.54%	28
2016 Q2	$9.26M	Sell	98,790 -1,825	-2%	-$161K	1.63%	32
2016 Q1	$8.41M	Sell	100,615 -230	-0.2%	-$18.4K	1.56%	30
2015 Q4	$7.86M	Sell	100,845 -12,851	-11%	-$1.03M	1.47%	33
2015 Q3	$8.45M	Sell	113,696 -24,903	-18%	-$1.92M	1.63%	27
2015 Q2	$11.5M	Sell	138,599 -2,450	-2%	-$211K	2.1%	18
2015 Q1	$12M	Sell	141,049 -35	-0%	-$3.1K	2.24%	16
2014 Q4	$13M	Sell	141,084 -320	-0.2%	-$29.8K	2.34%	11
2014 Q3	$13.3M	Sell	141,404 -225	-0.2%	-$22.4K	2.58%	4
2014 Q2	$14.3M	Sell	141,629 -4,180	-3%	-$422K	2.76%	3
2014 Q1	$14.2M	Buy	145,809 +9,195	+7%	+$876K	2.95%	3
2013 Q4	$13.8M	Buy	136,614 +6,605	+5%	+$611K	2.85%	3
2013 Q3	$11.2M	Sell	130,009 -9,300	-7%	-$838K	2.58%	4
2013 Q2	$12.6M	Buy	+139,309	New	+$12.5M	2.98%	4

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

Taurus Asset Management's XOM Position: Q1 2025 in Review

Taurus Asset Management held its ExxonMobil (XOM) position steady in Q1 2025 at 28,644 shares worth $3.41M. The position accounts for 0.35% of the portfolio, ranked #42.

Taurus Asset Management first reported a position in XOM in Q2 2013 and has held it in 48 quarters since. The position peaked at $14.3M in Q2 2014. 4,259 funds tracked by Wall St. Rank hold XOM as of Q1 2025.

Taurus Asset Management held 28,644 shares of ExxonMobil worth $3.41M as of Q1 2025.
Taurus Asset Management left its ExxonMobil share count unchanged in Q1 2025.
ExxonMobil made up 0.35% of Taurus Asset Management's portfolio in Q1 2025, its #42 holding.
Taurus Asset Management first reported a position in ExxonMobil in Q2 2013 and has held it in 48 quarters since.
Taurus Asset Management's ExxonMobil position peaked at $14.3M in Q2 2014.
4,259 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.

Based on Taurus Asset Management's 13F filing for Q1 2025, filed 13 May 2025.