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Summit Financial Strategies’s ExxonMobil XOM Stock Holding History

Summit Financial Strategies’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 		$1.71M Buy
12,482
+225
+2% +$33.7K 0.12% 58
2026
Q1 		$2.08M Buy
12,257
+206
+2% +$30.1K 0.16% 50
2025
Q4 		$1.45M Buy
12,051
+216
+2% +$25.1K 0.12% 57
2025
Q3 		$1.33M Sell
11,835
-400
-3% -$44.5K 0.11% 57
2025
Q2 		$1.32M Sell
12,235
-133
-1% -$14.2K 0.12% 54
2025
Q1 		$1.47M Sell
12,368
-974
-7% -$108K 0.15% 49
2024
Q4 		$1.44M Buy
13,342
+1,498
+13% +$175K 0.16% 50
2024
Q3 		$1.39M Hold
11,844
– – 0.16% 46
2024
Q2 		$1.36M Sell
11,844
-676
-5% -$78.7K 0.17% 45
2024
Q1 		$1.46M Sell
12,520
-107
-0.8% -$11.2K 0.2% 40
2023
Q4 		$1.26M Sell
12,627
-1
-0% -$105 0.19% 38
2023
Q3 		$1.48M Sell
12,628
-851
-6% -$93.3K 0.28% 33
2023
Q2 		$1.45M Sell
13,479
-223
-2% -$24.3K 0.27% 33
2023
Q1 		$1.5M Sell
13,702
-10
-0.1% -$1.11K 0.3% 29
2022
Q4 		$1.51M Sell
13,712
-1,283
-9% -$137K 0.33% 28
2022
Q3 		$1.31M Buy
14,995
+830
+6% +$75.8K 0.31% 29
2022
Q2 		$1.21M Sell
14,165
-690
-5% -$62.2K 0.28% 29
2022
Q1 		$1.23M Sell
14,855
-1,213
-8% -$94.3K 0.25% 29
2021
Q4 		$983K Sell
16,068
-500
-3% -$31.3K 0.19% 38
2021
Q3 		$975K Buy
16,568
+7,088
+75% +$404K 0.19% 41
2021
Q2 		$598K Buy
9,480
+2,303
+32% +$138K 0.12% 55
2021
Q1 		$401K Sell
7,177
-554
-7% -$29K 0.14% 41
2020
Q4 		$319K Sell
7,731
-1,251
-14% -$46.9K 0.11% 64
2020
Q3 		$308K Sell
8,982
-57
-0.6% -$2.33K 0.13% 60
2020
Q2 		$404K Sell
9,039
-259
-3% -$11.6K 0.18% 38
2020
Q1 		$353K Buy
9,298
+4,926
+113% +$272K 0.19% 34
2019
Q4 		$305K Buy
4,372
+782
+22% +$54.1K 0.15% 51
2019
Q3 		$254K Sell
3,590
-459
-11% -$33.2K 0.12% 51
2019
Q2 		$310K Buy
4,049
+1,233
+44% +$95.4K 0.15% 41
2019
Q1 		$228K Sell
2,816
-241
-8% -$18.4K 0.12% 51
2018
Q4 		$208K Sell
3,057
-42
-1% -$3.29K 0.12% 55
2018
Q3 		$263K Buy
3,099
+50
+2% +$4.09K 0.12% 45
2018
Q2 		$252K Sell
3,049
-363
-11% -$28.9K 0.12% 42
2018
Q1 		$255K Sell
3,412
-418
-11% -$33.4K 0.13% 40
2017
Q4 		$320K Sell
3,830
-401
-9% -$33.2K 0.17% 34
2017
Q3 		$347K Sell
4,231
-1,932
-31% -$153K 0.2% 30
2017
Q2 		$498K Buy
+6,163
New +$504K 0.3% 24
2017
Q1 		– Sell
-5,267
Closed -$475K – 47
2016
Q4 		$475K Buy
5,267
+182
+4% +$15.9K 0.32% 23
2016
Q3 		$444K Sell
5,085
-204
-4% -$18.1K 0.31% 24
2016
Q2 		$496K Buy
5,289
+316
+6% +$27.9K 0.37% 21
2016
Q1 		$416K Sell
4,973
-150
-3% -$12K 0.3% 27
2015
Q4 		$399K Sell
5,123
-950
-16% -$75.9K 0.31% 29
2015
Q3 		$452K Sell
6,073
-5,049
-45% -$389K 0.38% 22
2015
Q2 		$935K Buy
11,122
+5,672
+104% +$488K 0.73% 15
2015
Q1 		$463K Sell
5,450
-3,845
-41% -$341K 0.37% 23
2014
Q4 		$859K Buy
+9,295
New +$867K 0.7% 18

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Summit Financial Strategies's XOM Position: Q2 2026 in Review

Summit Financial Strategies increased its ExxonMobil (XOM) stake by 1.8% in Q2 2026, buying an estimated $33.7K and bringing the position to 12,482 shares worth $1.71M. The position accounts for 0.12% of the portfolio, ranked #58.

Summit Financial Strategies first reported a position in XOM in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.08M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Summit Financial Strategies held 12,482 shares of ExxonMobil worth $1.71M as of Q2 2026.
  • Summit Financial Strategies bought 225 ExxonMobil shares in Q2 2026, an estimated $33.7K.
  • ExxonMobil made up 0.12% of Summit Financial Strategies's portfolio in Q2 2026, its #58 holding.
  • Summit Financial Strategies first reported a position in ExxonMobil in Q4 2014 and has held it in 46 quarters since.
  • Summit Financial Strategies's ExxonMobil position peaked at $2.08M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.