Perryman Financial Advisory’s ExxonMobil XOM Stock Holding History

Perryman Financial Advisory’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	$9.88M	Buy	72,301 +1,653	+2%	+$247K	1.32%	22
2026 Q1	$12M	Buy	70,648 +389	+0.6%	+$56.8K	1.8%	12
2025 Q4	$8.45M	Buy	+70,259	New	+$8.15M	1.24%	22

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Perryman Financial Advisory's XOM Position: Q2 2026 in Review

Perryman Financial Advisory increased its ExxonMobil (XOM) stake by 2.3% in Q2 2026, buying an estimated $247K and bringing the position to 72,301 shares worth $9.88M. The position accounts for 1.32% of the portfolio, ranked #22.

Perryman Financial Advisory first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $12M in Q1 2026. 2,113 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Perryman Financial Advisory held 72,301 shares of ExxonMobil worth $9.88M as of Q2 2026.
Perryman Financial Advisory bought 1,653 ExxonMobil shares in Q2 2026, an estimated $247K.
ExxonMobil made up 1.32% of Perryman Financial Advisory's portfolio in Q2 2026, its #22 holding.
Perryman Financial Advisory first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
Perryman Financial Advisory's ExxonMobil position peaked at $12M in Q1 2026.
2,113 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.