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Perpetual Ltd’s ExxonMobil XOM Stock Holding History

Perpetual Ltd’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 		$5.95M Sell
43,515
-3,412
-7% -$511K 0.09% 127
2026
Q1 		$7.96M Sell
46,927
-6,489
-12% -$947K 0.12% 115
2025
Q4 		$6.43M Buy
53,416
+25,009
+88% +$2.9M 0.09% 129
2025
Q3 		$3.2M Sell
28,407
-8,828
-24% -$981K 0.04% 160
2025
Q2 		$4.01M Sell
37,235
-9,944
-21% -$1.06M 0.05% 152
2025
Q1 		$5.61M Sell
47,179
-4,086
-8% -$452K 0.07% 142
2024
Q4 		$5.51M Sell
51,265
-14,659
-22% -$1.71M 0.06% 148
2024
Q3 		$7.73M Buy
65,924
+9,759
+17% +$1.13M 0.08% 134
2024
Q2 		$6.47M Buy
56,165
+19,913
+55% +$2.32M 0.07% 146
2024
Q1 		$4.21M Buy
36,252
+3,508
+11% +$367K 0.04% 169
2023
Q4 		$3.27M Sell
32,744
-141,794
-81% -$14.9M 0.03% 172
2023
Q3 		$20.5M Sell
174,538
-2,928
-2% -$321K 0.21% 85
2023
Q2 		$19M Sell
177,466
-22,463
-11% -$2.45M 0.16% 95
2023
Q1 		$21.9M Buy
+199,929
New +$22.1M 0.19% 89
2020
Q3 		$1.22M Hold
35,644
– – 0.09% 182
2020
Q2 		$1.59M Buy
+35,644
New +$1.6M 0.15% 121
2020
Q1 		– Sell
-35,644
Closed -$2.48M – 263
2019
Q4 		$2.48M Hold
35,644
– – 0.37% 51
2019
Q3 		$2.52M Sell
35,644
-8,100
-19% -$586K 0.39% 50
2019
Q2 		$3.35M Sell
43,744
-2,600
-6% -$201K 0.53% 41
2019
Q1 		$3.75M Hold
46,344
– – 0.54% 42
2018
Q4 		$3.16M Hold
46,344
– – 0.47% 43
2018
Q3 		$3.94M Sell
46,344
-7,400
-14% -$605K 0.53% 43
2018
Q2 		$4.45M Sell
53,744
-2,100
-4% -$167K 0.54% 40
2018
Q1 		$4.17M Sell
55,844
-17,900
-24% -$1.43M 0.57% 40
2017
Q4 		$6.21M Buy
73,744
+18,000
+32% +$1.49M 0.8% 38
2017
Q3 		$4.59M Hold
55,744
– – 0.64% 42
2017
Q2 		$4.5M Buy
55,744
+10,000
+22% +$818K 0.35% 80
2017
Q1 		$3.8M Buy
45,744
+13,000
+40% +$1.09M 0.38% 69
2016
Q4 		$2.96M Sell
32,744
-6,500
-17% -$568K 0.45% 50
2016
Q3 		$3.42M Sell
39,244
-67,054
-63% -$5.95M 0.28% 96
2016
Q2 		$9.96M Sell
106,298
-5,300
-5% -$469K 0.99% 27
2016
Q1 		$9.33M Buy
111,598
+21,500
+24% +$1.72M 0.95% 28
2015
Q4 		$7.02M Buy
90,098
+4,900
+6% +$392K 0.78% 36
2015
Q3 		$6.33M Buy
85,198
+4,100
+5% +$316K 0.75% 38
2015
Q2 		$6.75M Buy
81,098
+13,800
+21% +$1.19M 0.77% 37
2015
Q1 		$5.72M Buy
67,298
+3,600
+6% +$319K 0.64% 41
2014
Q4 		$5.89M Buy
63,698
+10,900
+21% +$1.02M 0.69% 50
2014
Q3 		$4.97M Sell
52,798
-14,680
-22% -$1.46M 0.54% 64
2014
Q2 		$6.79M Buy
67,478
+3,500
+5% +$353K 0.6% 41
2014
Q1 		$6.25M Sell
63,978
-72,764
-53% -$6.94M 0.92% 37
2013
Q4 		$13.8M Buy
136,742
+49,556
+57% +$4.58M 1.82% 14
2013
Q3 		$7.5M Buy
87,186
+3,000
+4% +$270K 1.05% 33
2013
Q2 		$7.61M Buy
+84,186
New +$7.58M 1.14% 27

Other funds holding XOM

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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Perpetual Ltd's XOM Position: Q2 2026 in Review

Perpetual Ltd reduced its ExxonMobil (XOM) stake by 7.3% in Q2 2026, selling an estimated $511K and leaving 43,515 shares worth $5.95M. The position accounts for 0.09% of the portfolio, ranked #127.

Perpetual Ltd first reported a position in XOM in Q2 2013 and has held it in 43 quarters since. The position peaked at $21.9M in Q1 2023. 1,771 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Perpetual Ltd held 43,515 shares of ExxonMobil worth $5.95M as of Q2 2026.
  • Perpetual Ltd sold 3,412 ExxonMobil shares in Q2 2026, an estimated $511K.
  • ExxonMobil made up 0.09% of Perpetual Ltd's portfolio in Q2 2026, its #127 holding.
  • Perpetual Ltd first reported a position in ExxonMobil in Q2 2013 and has held it in 43 quarters since.
  • Perpetual Ltd's ExxonMobil position peaked at $21.9M in Q1 2023.
  • 1,771 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.