Summa Corp’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $755K | Buy |
7,000
+500
| +8% | +$53.9K | 0.39% | 26 |
|
|
2025
Q1 | $773K | Hold |
6,500
| – | – | 0.45% | 20 |
|
|
2024
Q4 | $699K | Hold |
6,500
| – | – | 0.34% | 24 |
|
|
2024
Q3 | $762K | Hold |
6,500
| – | – | 0.37% | 24 |
|
|
2024
Q2 | $748K | Hold |
6,500
| – | – | 0.36% | 24 |
|
|
2024
Q1 | $756K | Hold |
6,500
| – | – | 0.41% | 21 |
|
|
2023
Q4 | $650K | Buy |
+6,500
| New | +$650K | 0.45% | 24 |
|