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Perennial Investment Advisors’s ExxonMobil XOM Stock Holding History

Perennial Investment 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
2026
Q2 		$1.87M Buy
13,663
+619
+5% +$92.6K 0.12% 146
2026
Q1 		$2.21M Sell
13,044
-27
-0.2% -$3.94K 0.18% 107
2025
Q4 		$1.57M Buy
13,071
+896
+7% +$104K 0.12% 139
2025
Q3 		$1.37M Sell
12,175
-336
-3% -$37.4K 0.11% 148
2025
Q2 		$1.35M Buy
12,511
+645
+5% +$68.9K 0.13% 144
2025
Q1 		$1.41M Buy
11,866
+934
+9% +$103K 0.16% 118
2024
Q4 		$1.18M Buy
10,932
+53
+0.5% +$6.2K 0.14% 129
2024
Q3 		$1.28M Buy
10,879
+289
+3% +$33.4K 0.17% 101
2024
Q2 		$1.22M Buy
10,590
+2,167
+26% +$252K 0.17% 103
2024
Q1 		$979K Buy
8,423
+135
+2% +$14.1K 0.15% 112
2023
Q4 		$829K Buy
8,288
+592
+8% +$62.2K 0.14% 126
2023
Q3 		$905K Buy
7,696
+69
+0.9% +$7.57K 0.16% 109
2023
Q2 		$818K Sell
7,627
-114
-1% -$12.4K 0.14% 123
2023
Q1 		$849K Buy
7,741
+3,187
+70% +$353K 0.16% 109
2022
Q4 		$502K Sell
4,554
-559
-11% -$59.9K 0.2% 102
2022
Q3 		$446K Buy
5,113
+335
+7% +$30.6K 0.2% 94
2022
Q2 		$412K Sell
4,778
-2,635
-36% -$238K 0.16% 120
2022
Q1 		$610K Sell
7,413
-680
-8% -$52.9K 0.19% 97
2021
Q4 		$497K Buy
8,093
+8
+0.1% +$500 0.16% 119
2021
Q3 		$475K Buy
8,085
+284
+4% +$16.2K 0.17% 118
2021
Q2 		$492K Buy
7,801
+256
+3% +$15.3K 0.18% 111
2021
Q1 		$421K Buy
7,545
+213
+3% +$11.2K 0.17% 114
2020
Q4 		$302K Buy
+7,332
New +$275K 0.13% 121
2020
Q3 		– Sell
-4,815
Closed -$215K – 159
2020
Q2 		$215K Buy
+4,815
New +$216K 0.15% 116

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Perennial Investment Advisors's XOM Position: Q2 2026 in Review

Perennial Investment Advisors increased its ExxonMobil (XOM) stake by 4.7% in Q2 2026, buying an estimated $92.6K and bringing the position to 13,663 shares worth $1.87M. The position accounts for 0.12% of the portfolio, ranked #146.

Perennial Investment Advisors first reported a position in XOM in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.21M in Q1 2026. 4,276 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Perennial Investment Advisors held 13,663 shares of ExxonMobil worth $1.87M as of Q2 2026.
  • Perennial Investment Advisors bought 619 ExxonMobil shares in Q2 2026, an estimated $92.6K.
  • ExxonMobil made up 0.12% of Perennial Investment Advisors's portfolio in Q2 2026, its #146 holding.
  • Perennial Investment Advisors first reported a position in ExxonMobil in Q2 2020 and has held it in 24 quarters since.
  • Perennial Investment Advisors's ExxonMobil position peaked at $2.21M in Q1 2026.
  • 4,276 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.