USS Investment Management’s ExxonMobil XOM Stock Holding History

USS Investment 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
2024 Q4	–	Sell	-385,000	Closed	-$45.1M	–	574
2024 Q3	$45.1M	Hold	385,000	–	–	0.33%	52
2024 Q2	$44.3M	Buy	385,000 +57,800	+18%	+$6.73M	0.35%	47
2024 Q1	$38M	Hold	327,200	–	–	0.31%	57
2023 Q4	$32.7M	Sell	327,200 -53,500	-14%	-$5.62M	0.29%	59
2023 Q3	$44.8M	Hold	380,700	–	–	0.49%	37
2023 Q2	$40.8M	Buy	380,700 +322,700	+556%	+$35.2M	0.48%	39
2023 Q1	$6.36M	Hold	58,000	–	–	0.09%	276
2022 Q4	$6.4M	Sell	58,000 -21,800	-27%	-$2.34M	0.09%	273
2022 Q3	$6.98M	Sell	79,800 -313,197	-80%	-$28.6M	0.1%	220
2022 Q2	$33.7M	Sell	392,997 -181,508	-32%	-$16.4M	0.34%	59
2022 Q1	$47.5M	Sell	574,505 -557,058	-49%	-$43.3M	0.39%	54
2021 Q4	$69.2M	Sell	1,131,563 -30,500	-3%	-$1.91M	0.52%	32
2021 Q3	$68.3M	Buy	1,162,063 +461,780	+66%	+$26.3M	0.58%	28
2021 Q2	$44.2M	Hold	700,283	–	–	0.35%	70
2021 Q1	$39.1M	Hold	700,283	–	–	0.34%	71
2020 Q4	$28.9M	Sell	700,283 -685,800	-49%	-$25.7M	0.26%	84
2020 Q3	$47.6M	Buy	1,386,083 +13,997	+1%	+$572K	0.46%	56
2020 Q2	$61.3M	Buy	1,372,086 +763,521	+125%	+$34.2M	0.64%	43
2020 Q1	$23.1M	Buy	608,565 +160,465	+36%	+$8.86M	0.31%	77
2019 Q4	$31.3M	Sell	448,100 -26,700	-6%	-$1.85M	0.3%	66
2019 Q3	$33.5M	Hold	474,800	–	–	0.35%	62
2019 Q2	$36.4M	Buy	474,800 +346,200	+269%	+$26.8M	0.37%	59
2019 Q1	$10.4M	Hold	128,600	–	–	0.12%	97
2018 Q4	$8.77M	Sell	128,600 -4,400	-3%	-$345K	0.11%	96
2018 Q3	$11.3M	Sell	133,000 -444,100	-77%	-$36.3M	0.11%	84
2018 Q2	$47.7M	Hold	577,100	–	–	0.52%	47
2018 Q1	$44.9M	Hold	577,100	–	–	0.5%	49
2017 Q4	$48.4M	Buy	577,100 +82,100	+17%	+$6.79M	0.56%	45
2017 Q3	$40.6M	Hold	495,000	–	–	0.31%	57
2017 Q2	$40M	Hold	495,000	–	–	0.37%	58
2017 Q1	$40.6M	Hold	495,000	–	–	0.56%	57
2016 Q4	$44.7M	Sell	495,000 -857,000	-63%	-$74.9M	0.68%	48
2016 Q3	$118M	Sell	1,352,000 -173,000	-11%	-$15.3M	1.81%	19
2016 Q2	$143M	Buy	+1,525,000	New	+$135M	2.49%	8
2015 Q4	–	Sell	-109,400	Closed	-$8.12M	–	166
2015 Q3	$8.12M	Sell	109,400 -162,407	-60%	-$12.5M	0.14%	87
2015 Q2	$22.6M	Sell	271,807 -606,700	-69%	-$52.2M	0.36%	72
2015 Q1	$74.7M	Sell	878,507 -329,569	-27%	-$29.2M	1.22%	40
2014 Q4	$112M	Buy	1,208,076 +86,100	+8%	+$8.03M	1.83%	15
2014 Q3	$106M	Hold	1,121,976	–	–	1.85%	13
2014 Q2	$113M	Hold	1,121,976	–	–	1.94%	12
2014 Q1	$110M	Buy	1,121,976 +300,000	+36%	+$28.6M	1.98%	12
2013 Q4	$81.8M	Hold	821,976	–	–	1.57%	31
2013 Q3	$70.7M	Hold	821,976	–	–	1.32%	37
2013 Q2	$74.3M	Buy	+821,976	New	+$74M	1.59%	18

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

USS Investment Management's XOM Position: Q4 2024 in Review

USS Investment Management sold out of ExxonMobil (XOM) in Q4 2024, closing a stake of 385,000 shares — an estimated $45.1M sold.

USS Investment Management first reported a position in XOM in Q2 2013 and held it in 44 quarters. The position peaked at $143M in Q2 2016. 4,263 funds tracked by Wall St. Rank hold XOM as of Q4 2024.

USS Investment Management reported no remaining ExxonMobil position as of Q4 2024 after selling out during the quarter.
USS Investment Management sold 385,000 ExxonMobil shares in Q4 2024, an estimated $45.1M.
USS Investment Management first reported a position in ExxonMobil in Q2 2013 and held it in 44 quarters.
USS Investment Management's ExxonMobil position peaked at $143M in Q2 2016.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2024.

Based on USS Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.