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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
Q2 		$24.6M Buy
180,124
+4,247
+2% +$636K 0.27% 71
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Summit Financial's XOM Position: Q2 2026 in Review

Summit Financial increased its ExxonMobil (XOM) stake by 2.4% in Q2 2026, buying an estimated $636K and bringing the position to 180,124 shares worth $24.6M. The position accounts for 0.27% of the portfolio, ranked #71.

Summit Financial first reported a position in XOM in Q2 2021 and has held it in 21 quarters since. The position peaked at $29.8M in Q1 2026. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Summit Financial held 180,124 shares of ExxonMobil worth $24.6M as of Q2 2026.
  • Summit Financial bought 4,247 ExxonMobil shares in Q2 2026, an estimated $636K.
  • ExxonMobil made up 0.27% of Summit Financial's portfolio in Q2 2026, its #71 holding.
  • Summit Financial first reported a position in ExxonMobil in Q2 2021 and has held it in 21 quarters since.
  • Summit Financial's ExxonMobil position peaked at $29.8M in Q1 2026.
  • 4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.