Perennial Advisors’s Exxon Mobil XOM Stock Holding History

Perennial Advisors’s Portfolio XOM Stock Details XOM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.1M	Buy	10,194 +10	+0.1%	+$1.08K	0.2%	64
2025 Q1	$1.21M	Hold	10,184	–	–	0.24%	62
2024 Q4	$1.1M	Buy	+10,184	New	+$1.1M	0.24%	60
2024 Q2	$1.17M	Buy	10,184 +1,559	+18%	+$179K	0.26%	64
2024 Q1	$1M	Hold	8,625	–	–	0.23%	65
2023 Q4	$862K	Hold	8,625	–	–	0.21%	69
2023 Q3	$1.01M	Hold	8,625	–	–	0.27%	63
2023 Q2	$925K	Sell	8,625 -40	-0.5%	-$4.29K	0.24%	64
2023 Q1	$950K	Hold	8,665	–	–	0.27%	61
2022 Q4	$956K	Sell	8,665 -325	-4%	-$35.8K	0.3%	55
2022 Q3	$785K	Hold	8,990	–	–	0.26%	57
2022 Q2	$770K	Buy	8,990 +10	+0.1%	+$857	0.24%	61
2022 Q1	$742K	Sell	8,980 -874	-9%	-$72.2K	0.2%	62
2021 Q4	$603K	Buy	9,854 +982	+11%	+$60.1K	0.16%	62
2021 Q3	$522K	Sell	8,872 -43	-0.5%	-$2.53K	0.15%	64
2021 Q2	$562K	Buy	8,915 +5	+0.1%	+$315	0.16%	64
2021 Q1	$497K	Buy	8,910 +442	+5%	+$24.7K	0.16%	65
2020 Q4	$349K	Hold	8,468	–	–	0.12%	64
2020 Q3	$291K	Hold	8,468	–	–	0.12%	65
2020 Q2	$379K	Buy	+8,468	New	+$379K	0.16%	67
2020 Q1	–	Sell	-18,399	Closed	-$1.28M	–	92
2019 Q4	$1.28M	Sell	18,399 -211	-1%	-$14.7K	0.62%	49
2019 Q3	$1.31M	Sell	18,610 -119	-0.6%	-$8.4K	0.68%	49
2019 Q2	$1.44M	Sell	18,729 -596	-3%	-$45.7K	0.76%	47
2019 Q1	$1.56M	Buy	19,325 +7,023	+57%	+$567K	0.89%	44
2018 Q4	$839K	Sell	12,302 -511	-4%	-$34.9K	0.54%	52
2018 Q3	$1.09M	Buy	12,813 +3	+0%	+$255	0.63%	54
2018 Q2	$1.06M	Buy	12,810 +921	+8%	+$76.2K	0.65%	53
2018 Q1	$887K	Sell	11,889 -488	-4%	-$36.4K	0.56%	56
2017 Q4	$1.04M	Sell	12,377 -464	-4%	-$38.8K	0.64%	52
2017 Q3	$1.05M	Sell	12,841 -1,514	-11%	-$124K	0.71%	51
2017 Q2	$1.16M	Sell	14,355 -99	-0.7%	-$7.99K	0.84%	49
2017 Q1	$1.19M	Sell	14,454 -2,947	-17%	-$242K	0.91%	45
2016 Q4	$1.57M	Buy	+17,401	New	+$1.57M	1.3%	36