Summa Corp’s ExxonMobil XOM Stock Holding History

Summa Corp’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	$1.12M	Sell	6,600 -400	-6%	-$58.4K	0.46%	29
2025 Q4	$842K	Hold	7,000	–	–	0.36%	30
2025 Q3	$789K	Hold	7,000	–	–	0.35%	30
2025 Q2	$755K	Buy	7,000 +500	+8%	+$53.4K	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	+$683K	0.45%	24

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

Summa Corp's XOM Position: Q1 2026 in Review

Summa Corp reduced its ExxonMobil (XOM) stake by 5.7% in Q1 2026, selling an estimated $58.4K and leaving 6,600 shares worth $1.12M. The position accounts for 0.46% of the portfolio, ranked #29.

Summa Corp first reported a position in XOM in Q4 2023 and has held it in 10 quarters since. 4,769 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Summa Corp held 6,600 shares of ExxonMobil worth $1.12M as of Q1 2026.
Summa Corp sold 400 ExxonMobil shares in Q1 2026, an estimated $58.4K.
ExxonMobil made up 0.46% of Summa Corp's portfolio in Q1 2026, its #29 holding.
Summa Corp first reported a position in ExxonMobil in Q4 2023 and has held it in 10 quarters since.
4,769 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Summa Corp's 13F filing for Q1 2026, filed 30 Apr 2026.