Summit Global Investments’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.92M | Sell |
28,648
-5,854
| -17% | -$876K | 0.21% | 59 |
|
|
2026
Q1 | $5.85M | Sell |
34,502
-28
| -0.1% | -$4.09K | 0.35% | 41 |
|
|
2025
Q4 | $4.16M | Sell |
34,530
-24,370
| -41% | -$2.83M | 0.25% | 49 |
|
|
2025
Q3 | $6.64M | Sell |
58,900
-14,972
| -20% | -$1.66M | 0.39% | 38 |
|
|
2025
Q2 | $7.96M | Buy |
73,872
+61,814
| +513% | +$6.61M | 0.47% | 37 |
|
|
2025
Q1 | $1.43M | Buy |
12,058
+3,453
| +40% | +$382K | 0.1% | 119 |
|
|
2024
Q4 | $926K | Buy |
8,605
+2,876
| +50% | +$336K | 0.06% | 230 |
|
|
2024
Q3 | $672K | Buy |
5,729
+2,539
| +80% | +$293K | 0.04% | 319 |
|
|
2024
Q2 | $367K | Sell |
3,190
-1,626
| -34% | -$189K | 0.02% | 396 |
|
|
2024
Q1 | $560K | Sell |
4,816
-2,036
| -30% | -$213K | 0.04% | 312 |
|
|
2023
Q4 | $685K | Sell |
6,852
-5,458
| -44% | -$574K | 0.04% | 289 |
|
|
2023
Q3 | $1.45M | Buy |
12,310
+1,522
| +14% | +$167K | 0.1% | 159 |
|
|
2023
Q2 | $1.16M | Sell |
10,788
-124,787
| -92% | -$13.6M | 0.08% | 196 |
|
|
2023
Q1 | $14.9M | Sell |
135,575
-12,634
| -9% | -$1.4M | 1.15% | 18 |
|
|
2022
Q4 | $16.3M | Buy |
148,209
+7,850
| +6% | +$841K | 1.38% | 16 |
|
|
2022
Q3 | $12.3M | Sell |
140,359
-85,632
| -38% | -$7.82M | 1.13% | 15 |
|
|
2022
Q2 | $19.4M | Sell |
225,991
-15,291
| -6% | -$1.38M | 1.7% | 6 |
|
|
2022
Q1 | $19.9M | Buy |
241,282
+111,125
| +85% | +$8.64M | 1.47% | 11 |
|
|
2021
Q4 | $7.96M | Buy |
130,157
+3,109
| +2% | +$194K | 0.51% | 47 |
|
|
2021
Q3 | $7.47M | Buy |
127,048
+106,505
| +518% | +$6.07M | 0.56% | 45 |
|
|
2021
Q2 | $1.3M | Sell |
20,543
-116,718
| -85% | -$6.97M | 0.08% | 190 |
|
|
2021
Q1 | $7.66M | Buy |
+137,261
| New | +$7.2M | 0.49% | 48 |
|
|
2020
Q1 | – | Sell |
-22,142
| Closed | -$1.54M | – | 315 |
|
|
2019
Q4 | $1.54M | Buy |
22,142
+3,018
| +16% | +$209K | 0.17% | 97 |
|
|
2019
Q3 | $1.35M | Buy |
19,124
+1,776
| +10% | +$128K | 0.16% | 104 |
|
|
2019
Q2 | $1.33M | Sell |
17,348
-70,608
| -80% | -$5.47M | 0.17% | 104 |
|
|
2019
Q1 | $7.11M | Buy |
87,956
+8,206
| +10% | +$626K | 0.91% | 31 |
|
|
2018
Q4 | $5.44M | Buy |
79,750
+26,810
| +51% | +$2.1M | 0.84% | 38 |
|
|
2018
Q3 | $4.5M | Buy |
52,940
+4,175
| +9% | +$341K | 0.6% | 57 |
|
|
2018
Q2 | $4.03M | Buy |
+48,765
| New | +$3.89M | 0.61% | 56 |
|
|
2017
Q2 | – | Sell |
-30,208
| Closed | -$2.48M | – | 291 |
|
|
2017
Q1 | $2.48M | Sell |
30,208
-33,151
| -52% | -$2.77M | 0.81% | 39 |
|
|
2016
Q4 | $5.72M | Buy |
+63,359
| New | +$5.54M | 2.08% | 6 |
|
Other funds holding XOM
Summit Global Investments's XOM Position: Q2 2026 in Review
Summit Global Investments reduced its ExxonMobil (XOM) stake by 17% in Q2 2026, selling an estimated $876K and leaving 28,648 shares worth $3.92M. The position accounts for 0.21% of the portfolio, ranked #59.
Summit Global Investments first reported a position in XOM in Q4 2016 and has held it in 31 quarters since. The position peaked at $19.9M in Q1 2022. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Summit Global Investments held 28,648 shares of ExxonMobil worth $3.92M as of Q2 2026.
- Summit Global Investments sold 5,854 ExxonMobil shares in Q2 2026, an estimated $876K.
- ExxonMobil made up 0.21% of Summit Global Investments's portfolio in Q2 2026, its #59 holding.
- Summit Global Investments first reported a position in ExxonMobil in Q4 2016 and has held it in 31 quarters since.
- Summit Global Investments's ExxonMobil position peaked at $19.9M in Q1 2022.
- 4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.