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Summit Wealth Group, LLC/OK’s ExxonMobil XOM Stock Holding History

Summit Wealth Group, LLC/OK’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
Q3 		$517K Sell
3,179
-522
-14% -$81.6K 0.88% 29
2026
Q2 		$506K Sell
3,701
-1,243
-25% -$186K 0.66% 34
2026
Q1 		$839K Sell
4,944
-2,243
-31% -$327K 1.17% 23
2025
Q4 		$865K Buy
+7,187
New +$834K 0.89% 28

Other funds holding XOM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Summit Wealth Group, LLC/OK's XOM Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its ExxonMobil (XOM) stake by 14% in Q3 2026, selling an estimated $81.6K and leaving 3,179 shares worth $517K. The position accounts for 0.88% of the portfolio, ranked #29.

Summit Wealth Group, LLC/OK first reported a position in XOM in Q4 2025 and has held it in 4 quarters since. The position peaked at $865K in Q4 2025. 3,017 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 3,179 shares of ExxonMobil worth $517K as of Q3 2026.
  • Summit Wealth Group, LLC/OK sold 522 ExxonMobil shares in Q3 2026, an estimated $81.6K.
  • ExxonMobil made up 0.88% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #29 holding.
  • Summit Wealth Group, LLC/OK first reported a position in ExxonMobil in Q4 2025 and has held it in 4 quarters since.
  • Summit Wealth Group, LLC/OK's ExxonMobil position peaked at $865K in Q4 2025.
  • 3,017 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.