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 Q2	$902K	Hold	6,600	–	–	0.28%	33
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Summa Corp's XOM Position: Q2 2026 in Review

Summa Corp held its ExxonMobil (XOM) position steady in Q2 2026 at 6,600 shares worth $902K. The position accounts for 0.28% of the portfolio, ranked #33.

Summa Corp first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.12M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Summa Corp held 6,600 shares of ExxonMobil worth $902K as of Q2 2026.
Summa Corp left its ExxonMobil share count unchanged in Q2 2026.
ExxonMobil made up 0.28% of Summa Corp's portfolio in Q2 2026, its #33 holding.
Summa Corp first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Summa Corp's ExxonMobil position peaked at $1.12M in Q1 2026.
4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Summa Corp's 13F filing for Q2 2026, filed 6 Aug 2026.