Summit Asset Management’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.08M | Sell |
24,078
-190
| -0.8% | -$27.7K | 0.57% | 30 |
|
|
2025
Q4 | $2.92M | Sell |
24,268
-741
| -3% | -$85.9K | 0.41% | 37 |
|
|
2025
Q3 | $2.82M | Sell |
25,009
-123
| -0.5% | -$13.7K | 0.43% | 36 |
|
|
2025
Q2 | $2.71M | Sell |
25,132
-1,568
| -6% | -$168K | 0.44% | 35 |
|
|
2025
Q1 | $3.18M | Buy |
26,700
+2,244
| +9% | +$248K | 0.55% | 32 |
|
|
2024
Q4 | $2.63M | Sell |
24,456
-98
| -0.4% | -$11.5K | 0.46% | 32 |
|
|
2024
Q3 | $2.88M | Sell |
24,554
-749
| -3% | -$86.5K | 0.54% | 28 |
|
|
2024
Q2 | $2.91M | Buy |
25,303
+764
| +3% | +$89K | 0.6% | 28 |
|
|
2024
Q1 | $2.85M | Buy |
24,539
+7
| +0% | +$732 | 0.61% | 28 |
|
|
2023
Q4 | $2.45M | Sell |
24,532
-48
| -0.2% | -$5.04K | 0.59% | 27 |
|
|
2023
Q3 | $2.89M | Sell |
24,580
-99
| -0.4% | -$10.9K | 0.78% | 23 |
|
|
2023
Q2 | $2.65M | Buy |
24,679
+1
| +0% | +$109 | 0.7% | 24 |
|
|
2023
Q1 | $2.71M | Buy |
24,678
+2
| +0% | +$221 | 0.74% | 23 |
|
|
2022
Q4 | $2.72M | Sell |
24,676
-799
| -3% | -$85.6K | 0.79% | 23 |
|
|
2022
Q3 | $2.22M | Sell |
25,475
-242
| -0.9% | -$22.1K | 0.72% | 27 |
|
|
2022
Q2 | $2.2M | Sell |
25,717
-273
| -1% | -$24.6K | 0.68% | 28 |
|
|
2022
Q1 | $2.15M | Sell |
25,990
-102
| -0.4% | -$7.93K | 0.62% | 26 |
|
|
2021
Q4 | $1.6M | Buy |
26,092
+435
| +2% | +$27.2K | 0.45% | 33 |
|
|
2021
Q3 | $1.51M | Sell |
25,657
-857
| -3% | -$48.8K | 0.47% | 28 |
|
|
2021
Q2 | $1.67M | Sell |
26,514
-65
| -0.2% | -$3.88K | 0.53% | 26 |
|
|
2021
Q1 | $1.48M | Sell |
26,579
-667
| -2% | -$35K | 0.5% | 27 |
|
|
2020
Q4 | $1.12M | Buy |
27,246
+487
| +2% | +$18.3K | 0.41% | 36 |
|
|
2020
Q3 | $919K | Buy |
26,759
+206
| +0.8% | +$8.42K | 0.38% | 37 |
|
|
2020
Q2 | $1.19M | Buy |
26,553
+336
| +1% | +$15.1K | 0.54% | 26 |
|
|
2020
Q1 | $995K | Sell |
26,217
-18
| -0.1% | -$994 | 0.54% | 28 |
|
|
2019
Q4 | $1.83M | Buy |
26,235
+14
| +0.1% | +$968 | 0.78% | 22 |
|
|
2019
Q3 | $1.85M | Sell |
26,221
-459
| -2% | -$33.2K | 0.86% | 18 |
|
|
2019
Q2 | $2.04M | Sell |
26,680
-729
| -3% | -$56.4K | 0.97% | 17 |
|
|
2019
Q1 | $2.21M | Buy |
27,409
+10
| +0% | +$762 | 1.09% | 15 |
|
|
2018
Q4 | $1.87M | Buy |
27,399
+1,533
| +6% | +$120K | 1.06% | 15 |
|
|
2018
Q3 | $2.2M | Sell |
25,866
-129
| -0.5% | -$10.5K | 1.02% | 15 |
|
|
2018
Q2 | $2.15M | Sell |
25,995
-668
| -3% | -$53.2K | 1.03% | 14 |
|
|
2018
Q1 | $1.99M | Buy |
26,663
+110
| +0.4% | +$8.79K | 0.95% | 15 |
|
|
2017
Q4 | $2.22M | Sell |
26,553
-91
| -0.3% | -$7.53K | 1.06% | 14 |
|
|
2017
Q3 | $2.18M | Buy |
26,644
+176
| +0.7% | +$14K | 1.09% | 14 |
|
|
2017
Q2 | $2.14M | Sell |
26,468
-1,603
| -6% | -$131K | 1.13% | 14 |
|
|
2017
Q1 | $2.3M | Buy |
28,071
+357
| +1% | +$29.8K | 1.33% | 13 |
|
|
2016
Q4 | $2.5M | Sell |
27,714
-198
| -0.7% | -$17.3K | 1.56% | 12 |
|
|
2016
Q3 | $2.44M | Buy |
27,912
+127
| +0.5% | +$11.3K | 1.5% | 14 |
|
|
2016
Q2 | $2.6M | Sell |
27,785
-217
| -0.8% | -$19.2K | 1.66% | 14 |
|
|
2016
Q1 | $2.34M | Buy |
28,002
+48
| +0.2% | +$3.84K | 1.53% | 14 |
|
|
2015
Q4 | $2.18M | Sell |
27,954
-693
| -2% | -$55.4K | 1.48% | 14 |
|
|
2015
Q3 | $2.13M | Buy |
28,647
+1,658
| +6% | +$128K | 1.53% | 14 |
|
|
2015
Q2 | $2.25M | Buy |
26,989
+306
| +1% | +$26.3K | 1.54% | 14 |
|
|
2015
Q1 | $2.27M | Buy |
26,683
+839
| +3% | +$74.4K | 1.58% | 12 |
|
|
2014
Q4 | $2.39M | Buy |
25,844
+78
| +0.3% | +$7.27K | 1.73% | 11 |
|
|
2014
Q3 | $2.42M | Buy |
25,766
+1,306
| +5% | +$130K | 1.85% | 11 |
|
|
2014
Q2 | $2.46M | Sell |
24,460
-214
| -0.9% | -$21.6K | 1.9% | 11 |
|
|
2014
Q1 | $2.41M | Sell |
24,674
-1,968
| -7% | -$188K | 1.93% | 11 |
|
|
2013
Q4 | $2.7M | Buy |
26,642
+4,352
| +20% | +$402K | 2.13% | 12 |
|
|
2013
Q3 | $1.92M | Buy |
22,290
+401
| +2% | +$36.2K | 1.7% | 13 |
|
|
2013
Q2 | $1.98M | Buy |
+21,889
| New | +$1.97M | 1.91% | 10 |
|
Other funds holding XOM
VCM
VPM
Summit Asset Management's XOM Position: Q1 2026 in Review
Summit Asset Management reduced its ExxonMobil (XOM) stake by 0.78% in Q1 2026, selling an estimated $27.7K and leaving 24,078 shares worth $4.08M. The position accounts for 0.57% of the portfolio, ranked #30.
Summit Asset Management first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Summit Asset Management held 24,078 shares of ExxonMobil worth $4.08M as of Q1 2026.
- Summit Asset Management sold 190 ExxonMobil shares in Q1 2026, an estimated $27.7K.
- ExxonMobil made up 0.57% of Summit Asset Management's portfolio in Q1 2026, its #30 holding.
- Summit Asset Management first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
- 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Summit Asset Management's 13F filing for Q1 2026, filed 8 May 2026.