Perennial Investment Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
12,511
+645
| +5% | +$69.5K | 0.13% | 144 |
|
|
2025
Q1 | $1.41M | Buy |
11,866
+934
| +9% | +$111K | 0.16% | 118 |
|
|
2024
Q4 | $1.18M | Buy |
10,932
+53
| +0.5% | +$5.7K | 0.14% | 129 |
|
|
2024
Q3 | $1.28M | Buy |
10,879
+289
| +3% | +$33.9K | 0.17% | 101 |
|
|
2024
Q2 | $1.22M | Buy |
10,590
+2,167
| +26% | +$249K | 0.17% | 103 |
|
|
2024
Q1 | $979K | Buy |
8,423
+135
| +2% | +$15.7K | 0.15% | 112 |
|
|
2023
Q4 | $829K | Buy |
8,288
+592
| +8% | +$59.2K | 0.14% | 125 |
|
|
2023
Q3 | $905K | Buy |
7,696
+69
| +0.9% | +$8.11K | 0.16% | 109 |
|
|
2023
Q2 | $818K | Sell |
7,627
-114
| -1% | -$12.2K | 0.14% | 122 |
|
|
2023
Q1 | $849K | Buy |
7,741
+3,187
| +70% | +$349K | 0.16% | 109 |
|
|
2022
Q4 | $502K | Sell |
4,554
-559
| -11% | -$61.6K | 0.2% | 102 |
|
|
2022
Q3 | $446K | Buy |
5,113
+335
| +7% | +$29.2K | 0.2% | 94 |
|
|
2022
Q2 | $412K | Sell |
4,778
-2,635
| -36% | -$227K | 0.16% | 120 |
|
|
2022
Q1 | $610K | Sell |
7,413
-680
| -8% | -$56K | 0.19% | 97 |
|
|
2021
Q4 | $497K | Buy |
8,093
+8
| +0.1% | +$491 | 0.16% | 119 |
|
|
2021
Q3 | $475K | Buy |
8,085
+284
| +4% | +$16.7K | 0.17% | 118 |
|
|
2021
Q2 | $492K | Buy |
7,801
+256
| +3% | +$16.1K | 0.18% | 111 |
|
|
2021
Q1 | $421K | Buy |
7,545
+213
| +3% | +$11.9K | 0.17% | 114 |
|
|
2020
Q4 | $302K | Buy |
+7,332
| New | +$302K | 0.13% | 121 |
|
|
2020
Q3 | – | Sell |
-4,815
| Closed | -$215K | – | 159 |
|
|
2020
Q2 | $215K | Buy |
+4,815
| New | +$215K | 0.15% | 116 |
|