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Summit Financial Wealth Advisors’s ExxonMobil XOM Stock Holding History

Summit Financial Wealth Advisors’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 		$6.84M Buy
50,004
+1,014
+2% +$152K 0.87% 27
2026
Q1 		$8.31M Sell
48,990
-2,253
-4% -$329K 1.18% 23
2025
Q4 		$6.17M Buy
51,243
+346
+0.7% +$40.1K 0.88% 29
2025
Q3 		$5.7M Buy
50,897
+681
+1% +$75.7K 0.88% 28
2025
Q2 		$5.41M Buy
50,216
+516
+1% +$55.2K 0.97% 28
2025
Q1 		$5.91M Buy
49,700
+199
+0.4% +$22K 1.17% 25
2024
Q4 		$5.3M Sell
49,501
-93
-0.2% -$10.9K 1.04% 25
2024
Q3 		$5.81M Sell
49,594
-295
-0.6% -$34.1K 1.09% 26
2024
Q2 		$5.74M Buy
49,889
+53
+0.1% +$6.17K 1.16% 26
2024
Q1 		$5.79M Buy
49,836
+3,313
+7% +$347K 1.17% 26
2023
Q4 		$4.65M Buy
46,523
+5,375
+13% +$565K 1.06% 27
2023
Q3 		$4.29M Sell
41,148
-259
-0.6% -$28.4K 1.05% 26
2023
Q2 		$4.44M Buy
41,407
+1,902
+5% +$208K 1.03% 26
2023
Q1 		$4.33M Buy
39,505
+20,700
+110% +$2.29M 1.03% 28
2022
Q4 		$2.07M Buy
18,805
+615
+3% +$65.9K 0.5% 37
2022
Q3 		$1.96M Buy
18,190
+8
+0% +$730 0.56% 35
2022
Q2 		$1.64M Buy
18,182
+1,884
+12% +$170K 0.39% 41
2022
Q1 		$1.35M Sell
16,298
-9,446
-37% -$734K 0.27% 45
2021
Q4 		$1.7M Buy
25,744
+3,003
+13% +$188K 0.33% 43
2021
Q3 		$1.34M Buy
22,741
+1,603
+8% +$91.4K 0.3% 44
2021
Q2 		$1.33M Buy
21,138
+10,615
+101% +$634K 0.3% 45
2021
Q1 		$434K Buy
10,523
+185
+2% +$9.7K 0.11% 75
2020
Q4 		$355K Sell
10,338
-28,132
-73% -$1.05M 0.1% 80
2020
Q3 		$1.31M Sell
38,470
-1,446
-4% -$59.1K 0.35% 43
2020
Q2 		$1.72M Sell
39,916
-4,426
-10% -$199K 0.46% 37
2020
Q1 		$1.79M Buy
44,342
+2,713
+7% +$150K 0.57% 31
2019
Q4 		$2.69M Sell
41,629
-4,822
-10% -$333K 0.65% 35
2019
Q3 		$3.2M Sell
46,451
-1,886
-4% -$136K 0.79% 31
2019
Q2 		$3.7M Buy
48,337
+100
+0.2% +$7.74K 0.91% 30
2019
Q1 		$3.9M Buy
48,237
+6,384
+15% +$487K 1.03% 29
2018
Q4 		$2.85M Sell
41,853
-4,135
-9% -$324K 0.93% 32
2018
Q3 		$3.72M Buy
45,988
+33,257
+261% +$2.72M 1.11% 27
2018
Q2 		$950K Sell
12,731
-771
-6% -$61.4K 0.32% 65
2018
Q1 		$1.01M Sell
13,502
-7,237
-35% -$578K 0.33% 63
2017
Q4 		$1.74M Buy
20,739
+13,632
+192% +$1.13M 0.6% 49
2017
Q3 		$583K Sell
7,107
-3,504
-33% -$278K 0.21% 81
2017
Q2 		$857K Sell
10,611
-11,044
-51% -$904K 0.34% 72
2017
Q1 		$1.78M Sell
21,655
-19,742
-48% -$1.65M 0.78% 39
2016
Q4 		$3.74M Sell
41,397
-2,619
-6% -$229K 1.64% 13
2016
Q3 		$3.84M Sell
44,016
-2,070
-4% -$184K 1.66% 15
2016
Q2 		$4.32M Sell
46,086
-356
-0.8% -$31.5K 1.8% 16
2016
Q1 		$3.88M Buy
46,442
+1,727
+4% +$138K 1.7% 19
2015
Q4 		$3.49M Buy
44,715
+35,516
+386% +$2.84M 1.6% 19
2015
Q3 		$683K Sell
9,199
-200
-2% -$15.4K 0.44% 46
2015
Q2 		$781K Sell
9,399
-3,400
-27% -$292K 0.48% 42
2015
Q1 		$1.11M Buy
12,799
+5,283
+70% +$468K 0.75% 32
2014
Q4 		$695K Buy
+7,516
New +$701K 0.48% 37

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Summit Financial Wealth Advisors's XOM Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its ExxonMobil (XOM) stake by 2.1% in Q2 2026, buying an estimated $152K and bringing the position to 50,004 shares worth $6.84M. The position accounts for 0.87% of the portfolio, ranked #27.

Summit Financial Wealth Advisors first reported a position in XOM in Q4 2014 and has held it in 47 quarters since. The position peaked at $8.31M in Q1 2026. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Summit Financial Wealth Advisors held 50,004 shares of ExxonMobil worth $6.84M as of Q2 2026.
  • Summit Financial Wealth Advisors bought 1,014 ExxonMobil shares in Q2 2026, an estimated $152K.
  • ExxonMobil made up 0.87% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • Summit Financial Wealth Advisors first reported a position in ExxonMobil in Q4 2014 and has held it in 47 quarters since.
  • Summit Financial Wealth Advisors's ExxonMobil position peaked at $8.31M in Q1 2026.
  • 777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.