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Perennial Advisors’s ExxonMobil XOM Stock Holding History

Perennial Advisors’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
Q1 		– Hold
0
– -$250K – 119
2023
Q4 		– Hold
0
– – – 100
2023
Q1 		– Hold
0
– -$276K – 113
2022
Q4 		– Hold
0
– – – 74
2022
Q3 		– Hold
0
– – – 79
2022
Q2 		– Sell
-2,500
Closed -$225K – 82
2022
Q1 		$206K Buy
+2,500
New +$194K 0.05% 89

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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.