Summit Financial’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16M | Buy |
148,363
+18,985
| +15% | +$2.05M | 0.36% | 51 |
|
|
2025
Q1 | $15.4M | Buy |
129,378
+7,068
| +6% | +$841K | 0.43% | 41 |
|
|
2024
Q4 | $13.2M | Buy |
122,310
+34,683
| +40% | +$3.73M | 0.46% | 37 |
|
|
2024
Q3 | $10.3M | Buy |
87,627
+8,285
| +10% | +$971K | 0.4% | 44 |
|
|
2024
Q2 | $9.13M | Buy |
79,342
+33,275
| +72% | +$3.83M | 0.42% | 38 |
|
|
2024
Q1 | $5.35M | Buy |
46,067
+6,741
| +17% | +$784K | 0.32% | 43 |
|
|
2023
Q4 | $3.93M | Sell |
39,326
-34,699
| -47% | -$3.47M | 0.26% | 54 |
|
|
2023
Q3 | $8.7M | Buy |
74,025
+11,669
| +19% | +$1.37M | 0.64% | 20 |
|
|
2023
Q2 | $6.69M | Buy |
62,356
+41,961
| +206% | +$4.5M | 0.49% | 27 |
|
|
2023
Q1 | $2.24M | Buy |
20,395
+1,713
| +9% | +$188K | 0.2% | 54 |
|
|
2022
Q4 | $2.06M | Sell |
18,682
-2,166
| -10% | -$239K | 0.19% | 55 |
|
|
2022
Q3 | $1.82M | Buy |
20,848
+573
| +3% | +$50K | 0.17% | 63 |
|
|
2022
Q2 | $1.74M | Sell |
20,275
-1,641
| -7% | -$141K | 0.16% | 63 |
|
|
2022
Q1 | $1.81M | Sell |
21,916
-854
| -4% | -$70.5K | 0.14% | 70 |
|
|
2021
Q4 | $1.39M | Buy |
22,770
+1,366
| +6% | +$83.6K | 0.11% | 83 |
|
|
2021
Q3 | $1.26M | Buy |
21,404
+16,967
| +382% | +$998K | 0.11% | 69 |
|
|
2021
Q2 | $280K | Buy |
+4,437
| New | +$280K | 0.03% | 140 |
|