Perennial Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.15M | Hold |
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|
2025
Q2 | $1.1M | Buy |
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|
2025
Q1 | $1.21M | Hold |
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|
2024
Q4 | $1.1M | Buy |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $1M | Hold |
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|
2023
Q4 | $862K | Hold |
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|
2023
Q3 | $1.01M | Hold |
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|
2023
Q2 | $925K | Sell |
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|
2023
Q1 | $950K | Hold |
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|
2022
Q4 | $956K | Sell |
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|
2022
Q3 | $785K | Hold |
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|
2022
Q2 | $770K | Buy |
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|
2022
Q1 | $742K | Sell |
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|
2021
Q4 | $603K | Buy |
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|
2021
Q3 | $522K | Sell |
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|
2021
Q2 | $562K | Buy |
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|
2021
Q1 | $497K | Buy |
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|
2020
Q4 | $349K | Hold |
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|
2020
Q3 | $291K | Hold |
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|
2020
Q2 | $379K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.28M | Sell |
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|
2019
Q3 | $1.31M | Sell |
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|
2019
Q2 | $1.44M | Sell |
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|
2019
Q1 | $1.56M | Buy |
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|
2018
Q4 | $839K | Sell |
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|
2018
Q3 | $1.09M | Buy |
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|
2018
Q2 | $1.06M | Buy |
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|
2018
Q1 | $887K | Sell |
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|
2017
Q4 | $1.03M | Sell |
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|
2017
Q3 | $1.05M | Sell |
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|
2017
Q2 | $1.16M | Sell |
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|
2017
Q1 | $1.19M | Sell |
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|
2016
Q4 | $1.57M | Buy |
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