Perigon Wealth Management’s ExxonMobil XOM Stock Holding History

Perigon Wealth Management’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	$23.7M	Buy	139,474 +928	+0.7%	+$135K	0.43%	46
2025 Q4	$16.7M	Buy	138,546 +10,479	+8%	+$1.22M	0.3%	68
2025 Q3	$14.4M	Buy	128,067 +12,262	+11%	+$1.36M	0.29%	64
2025 Q2	$12.5M	Sell	115,805 -14,158	-11%	-$1.51M	0.29%	71
2025 Q1	$15.5M	Sell	129,963 -5,771	-4%	-$638K	0.4%	51
2024 Q4	$15.1M	Sell	135,734 -3,321	-2%	-$388K	0.37%	55
2024 Q3	$16.3M	Sell	139,055 -964	-0.7%	-$111K	0.43%	47
2024 Q2	$16.1M	Buy	140,019 +11,806	+9%	+$1.38M	0.47%	43
2024 Q1	$14.9M	Buy	128,213 +12,859	+11%	+$1.35M	0.45%	45
2023 Q4	$11.5M	Sell	115,354 -1,546	-1%	-$162K	0.38%	56
2023 Q3	$13.7M	Sell	116,900 -4,013	-3%	-$440K	0.56%	34
2023 Q2	$13M	Buy	120,913 +14,324	+13%	+$1.56M	0.51%	44
2023 Q1	$11.7M	Buy	106,589 +2,351	+2%	+$260K	0.66%	28
2022 Q4	$11.5M	Buy	104,238 +14,771	+17%	+$1.58M	0.71%	24
2022 Q3	$7.81M	Sell	89,467 -1,838	-2%	-$168K	0.68%	27
2022 Q2	$7.82M	Buy	91,305 +2,616	+3%	+$236K	0.65%	28
2022 Q1	$7.33M	Buy	88,689 +6,576	+8%	+$511K	0.52%	34
2021 Q4	$5.03M	Buy	82,113 +4,927	+6%	+$308K	0.36%	58
2021 Q3	$4.54M	Buy	77,186 +684	+0.9%	+$39K	0.39%	49
2021 Q2	$4.83M	Buy	76,502 +2,593	+4%	+$155K	0.43%	45
2021 Q1	$4.13M	Buy	73,909 +31,504	+74%	+$1.65M	0.42%	49
2020 Q4	$1.75M	Buy	42,405 +5,885	+16%	+$221K	0.2%	89
2020 Q3	$1.25M	Buy	36,520 +1,063	+3%	+$43.5K	0.18%	100
2020 Q2	$1.59M	Buy	35,457 +2,046	+6%	+$91.8K	0.25%	75
2020 Q1	$1.44M	Buy	33,411 +1,247	+4%	+$68.9K	0.27%	77
2019 Q4	$2.28M	Buy	32,164 +3,545	+12%	+$245K	0.47%	46
2019 Q3	$1.99M	Sell	28,619 -9,014	-24%	-$652K	0.47%	47
2019 Q2	$2.88M	Sell	37,633 -659	-2%	-$51K	0.68%	39
2019 Q1	$3.15M	Buy	38,292 +45	+0.1%	+$3.43K	0.73%	35
2018 Q4	$2.74M	Sell	38,247 -4,055	-10%	-$318K	0.7%	38
2018 Q3	$3.6M	Sell	42,302 -515	-1%	-$42.1K	0.89%	33
2018 Q2	$3.54M	Buy	42,817 +4,382	+11%	+$349K	1.06%	26
2018 Q1	$2.87M	Sell	38,435 -471	-1%	-$37.6K	1.06%	30
2017 Q4	$3.25M	Sell	38,906 -2,552	-6%	-$211K	1.21%	24
2017 Q3	$3.4M	Sell	41,458 -24,307	-37%	-$1.93M	1.1%	24
2017 Q2	$5.31M	Sell	65,765 -5,678	-8%	-$465K	1.15%	19
2017 Q1	$5.86M	Sell	71,443 -70	-0.1%	-$5.85K	1.24%	11
2016 Q4	$5.95M	Buy	71,513 +2,697	+4%	+$236K	1.3%	12
2016 Q3	$6.01M	Buy	68,816 +647	+0.9%	+$57.4K	1.54%	10
2016 Q2	$6.39M	Buy	68,169 +11,020	+19%	+$974K	1.7%	10
2016 Q1	$5.68M	Hold	57,149	–	–	1.77%	13
2015 Q4	$4.46M	Buy	57,149 +3,440	+6%	+$275K	1.23%	17
2015 Q3	$3.99M	Buy	53,709 +12,245	+30%	+$944K	1.18%	16
2015 Q2	$3.45M	Sell	41,464 -100	-0.2%	-$8.6K	0.91%	21
2015 Q1	$3.53M	Buy	41,564 +15,889	+62%	+$1.41M	0.97%	20
2014 Q4	$2.37M	Buy	25,675 +342	+1%	+$31.9K	0.71%	39
2014 Q3	$2.38M	Sell	25,333 -18,356	-42%	-$1.83M	0.71%	40
2014 Q2	$4.4M	Buy	43,689 +566	+1%	+$57.1K	1.25%	19
2014 Q1	$4.21M	Buy	43,123 +426	+1%	+$40.6K	2.32%	8
2013 Q4	$4.32M	Buy	+42,697	New	+$3.95M	2.39%	7

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Perigon Wealth Management's XOM Position: Q1 2026 in Review

Perigon Wealth Management increased its ExxonMobil (XOM) stake by 0.67% in Q1 2026, buying an estimated $135K and bringing the position to 139,474 shares worth $23.7M. The position accounts for 0.43% of the portfolio, ranked #46.

Perigon Wealth Management first reported a position in XOM in Q4 2013 and has held it in 50 quarters since. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Perigon Wealth Management held 139,474 shares of ExxonMobil worth $23.7M as of Q1 2026.
Perigon Wealth Management bought 928 ExxonMobil shares in Q1 2026, an estimated $135K.
ExxonMobil made up 0.43% of Perigon Wealth Management's portfolio in Q1 2026, its #46 holding.
Perigon Wealth Management first reported a position in ExxonMobil in Q4 2013 and has held it in 50 quarters since.
4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.