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Summit Financial’s ExxonMobil XOM Stock Holding History

Summit Financial’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
Q1 		$29.8M Buy
175,877
+6,596
+4% +$963K 0.38% 48
2025
Q4 		$20.4M Buy
169,281
+7,774
+5% +$902K 0.3% 62
2025
Q3 		$18.2M Buy
161,507
+13,144
+9% +$1.46M 0.28% 67
2025
Q2 		$16M Buy
148,363
+18,985
+15% +$2.03M 0.36% 51
2025
Q1 		$15.4M Buy
129,378
+7,068
+6% +$782K 0.43% 41
2024
Q4 		$13.2M Buy
122,310
+34,683
+40% +$4.06M 0.46% 37
2024
Q3 		$10.3M Buy
87,627
+8,285
+10% +$957K 0.4% 44
2024
Q2 		$9.13M Buy
79,342
+33,275
+72% +$3.88M 0.42% 38
2024
Q1 		$5.35M Buy
46,067
+6,741
+17% +$705K 0.32% 43
2023
Q4 		$3.93M Sell
39,326
-34,699
-47% -$3.65M 0.26% 54
2023
Q3 		$8.7M Buy
74,025
+11,669
+19% +$1.28M 0.64% 20
2023
Q2 		$6.69M Buy
62,356
+41,961
+206% +$4.58M 0.49% 27
2023
Q1 		$2.24M Buy
20,395
+1,713
+9% +$189K 0.2% 54
2022
Q4 		$2.06M Sell
18,682
-2,166
-10% -$232K 0.19% 55
2022
Q3 		$1.82M Buy
20,848
+573
+3% +$52.3K 0.17% 63
2022
Q2 		$1.74M Sell
20,275
-1,641
-7% -$148K 0.16% 63
2022
Q1 		$1.81M Sell
21,916
-854
-4% -$66.4K 0.14% 70
2021
Q4 		$1.39M Buy
22,770
+1,366
+6% +$85.4K 0.11% 83
2021
Q3 		$1.26M Buy
21,404
+16,967
+382% +$967K 0.11% 69
2021
Q2 		$280K Buy
+4,437
New +$265K 0.03% 140

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Summit Financial's XOM Position: Q1 2026 in Review

Summit Financial increased its ExxonMobil (XOM) stake by 3.9% in Q1 2026, buying an estimated $963K and bringing the position to 175,877 shares worth $29.8M. The position accounts for 0.38% of the portfolio, ranked #48.

Summit Financial first reported a position in XOM in Q2 2021 and has held it in 20 quarters since. 4,767 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Summit Financial held 175,877 shares of ExxonMobil worth $29.8M as of Q1 2026.
  • Summit Financial bought 6,596 ExxonMobil shares in Q1 2026, an estimated $963K.
  • ExxonMobil made up 0.38% of Summit Financial's portfolio in Q1 2026, its #48 holding.
  • Summit Financial first reported a position in ExxonMobil in Q2 2021 and has held it in 20 quarters since.
  • 4,767 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.