Summit Financial’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$16M Buy
2025
Q1
$15.4M Buy
2024
Q4
$13.2M Buy
2024
Q3
$10.3M Buy
2024
Q2
$9.13M Buy
2024
Q1
$5.35M Buy
2023
Q4
$3.93M Sell
2023
Q3
$8.7M Buy
2023
Q2
$6.69M Buy
2023
Q1
$2.24M Buy
2022
Q4
$2.06M Sell
2022
Q3
$1.82M Buy
2022
Q2
$1.74M Sell
2022
Q1
$1.81M Sell
2021
Q4
$1.39M Buy
2021
Q3
$1.26M Buy
2021
Q2
$280K Buy