Perennial Advisors’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.25M | Buy |
9,160
+7
| +0.1% | +$1.05K | 0.19% | 76 |
|
|
2026
Q1 | $1.55M | Sell |
9,153
-1,041
| -10% | -$152K | 0.26% | 68 |
|
|
2025
Q4 | $1.23M | Hold |
10,194
| – | – | 0.21% | 63 |
|
|
2025
Q3 | $1.15M | Hold |
10,194
| – | – | 0.2% | 64 |
|
|
2025
Q2 | $1.1M | Buy |
10,194
+10
| +0.1% | +$1.07K | 0.2% | 64 |
|
|
2025
Q1 | $1.21M | Hold |
10,184
| – | – | 0.24% | 62 |
|
|
2024
Q4 | $1.1M | Buy |
+10,184
| New | +$1.19M | 0.24% | 60 |
|
|
2024
Q2 | $1.17M | Buy |
10,184
+1,559
| +18% | +$182K | 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% | -$4.36K | 0.24% | 64 |
|
|
2023
Q1 | $950K | Hold |
8,665
| – | – | 0.27% | 61 |
|
|
2022
Q4 | $956K | Sell |
8,665
-325
| -4% | -$34.8K | 0.3% | 55 |
|
|
2022
Q3 | $785K | Hold |
8,990
| – | – | 0.26% | 57 |
|
|
2022
Q2 | $770K | Buy |
8,990
+10
| +0.1% | +$902 | 0.24% | 61 |
|
|
2022
Q1 | $742K | Sell |
8,980
-874
| -9% | -$67.9K | 0.2% | 62 |
|
|
2021
Q4 | $603K | Buy |
9,854
+982
| +11% | +$61.4K | 0.16% | 62 |
|
|
2021
Q3 | $522K | Sell |
8,872
-43
| -0.5% | -$2.45K | 0.15% | 64 |
|
|
2021
Q2 | $562K | Buy |
8,915
+5
| +0.1% | +$299 | 0.16% | 64 |
|
|
2021
Q1 | $497K | Buy |
8,910
+442
| +5% | +$23.2K | 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 | +$380K | 0.16% | 67 |
|
|
2020
Q1 | – | Sell |
-18,399
| Closed | -$1.28M | – | 93 |
|
|
2019
Q4 | $1.28M | Sell |
18,399
-211
| -1% | -$14.6K | 0.62% | 49 |
|
|
2019
Q3 | $1.31M | Sell |
18,610
-119
| -0.6% | -$8.61K | 0.68% | 49 |
|
|
2019
Q2 | $1.44M | Sell |
18,729
-596
| -3% | -$46.1K | 0.76% | 47 |
|
|
2019
Q1 | $1.56M | Buy |
19,325
+7,023
| +57% | +$535K | 0.89% | 44 |
|
|
2018
Q4 | $839K | Sell |
12,302
-511
| -4% | -$40.1K | 0.54% | 52 |
|
|
2018
Q3 | $1.09M | Buy |
12,813
+3
| +0% | +$245 | 0.63% | 54 |
|
|
2018
Q2 | $1.06M | Buy |
12,810
+921
| +8% | +$73.4K | 0.65% | 53 |
|
|
2018
Q1 | $887K | Sell |
11,889
-488
| -4% | -$39K | 0.56% | 56 |
|
|
2017
Q4 | $1.03M | Sell |
12,377
-464
| -4% | -$38.4K | 0.64% | 52 |
|
|
2017
Q3 | $1.05M | Sell |
12,841
-1,514
| -11% | -$120K | 0.71% | 51 |
|
|
2017
Q2 | $1.16M | Sell |
14,355
-99
| -0.7% | -$8.1K | 0.84% | 49 |
|
|
2017
Q1 | $1.19M | Sell |
14,454
-2,947
| -17% | -$246K | 0.91% | 45 |
|
|
2016
Q4 | $1.57M | Buy |
+17,401
| New | +$1.52M | 1.3% | 36 |
|
Other funds holding XOM
FWIA
Perennial Advisors's XOM Position: Q2 2026 in Review
Perennial Advisors increased its ExxonMobil (XOM) stake by 0.08% in Q2 2026, buying an estimated $1.05K and bringing the position to 9,160 shares worth $1.25M. The position accounts for 0.19% of the portfolio, ranked #76.
Perennial Advisors first reported a position in XOM in Q4 2016 and has held it in 37 quarters since. The position peaked at $1.57M in Q4 2016. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Perennial Advisors held 9,160 shares of ExxonMobil worth $1.25M as of Q2 2026.
- Perennial Advisors bought 7 ExxonMobil shares in Q2 2026, an estimated $1.05K.
- ExxonMobil made up 0.19% of Perennial Advisors's portfolio in Q2 2026, its #76 holding.
- Perennial Advisors first reported a position in ExxonMobil in Q4 2016 and has held it in 37 quarters since.
- Perennial Advisors's ExxonMobil position peaked at $1.57M in Q4 2016.
- 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Perennial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.