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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Perennial Investment Advisors's XOM Position: Q1 2026 in Review

Perennial Investment Advisors reduced its ExxonMobil (XOM) stake by 0.21% in Q1 2026, selling an estimated $3.94K and leaving 13,044 shares worth $2.21M. The position accounts for 0.18% of the portfolio, ranked #107.

Perennial Investment Advisors first reported a position in XOM in Q2 2020 and has held it in 23 quarters since. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Perennial Investment Advisors held 13,044 shares of ExxonMobil worth $2.21M as of Q1 2026.
  • Perennial Investment Advisors sold 27 ExxonMobil shares in Q1 2026, an estimated $3.94K.
  • ExxonMobil made up 0.18% of Perennial Investment Advisors's portfolio in Q1 2026, its #107 holding.
  • Perennial Investment Advisors first reported a position in ExxonMobil in Q2 2020 and has held it in 23 quarters since.
  • 4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.