Summit Securities Group’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $693K | Sell |
4,087
-5,575
| -58% | -$814K | 0.09% | 124 |
|
|
2025
Q4 | $1.16M | Sell |
9,662
-1,988
| -17% | -$231K | 0.15% | 114 |
|
|
2025
Q3 | $1.31M | Buy |
11,650
+8,649
| +288% | +$961K | 0.27% | 82 |
|
|
2025
Q2 | $324K | Buy |
3,001
+1,401
| +88% | +$150K | 0.06% | 171 |
|
|
2025
Q1 | $190K | Buy |
+1,600
| New | +$177K | 0.03% | 178 |
|
|
2024
Q4 | – | Sell |
-400
| Closed | -$47K | – | 937 |
|
|
2024
Q3 | $47K | Sell |
400
-3,000
| -88% | -$346K | 0.01% | 238 |
|
|
2024
Q2 | $391K | Buy |
3,400
+3,200
| +1,600% | +$373K | 0.07% | 120 |
|
|
2024
Q1 | $23K | Sell |
200
-41,800
| -100% | -$4.37M | ﹤0.01% | 305 |
|
|
2023
Q4 | $4.2M | Buy |
42,000
+30,700
| +272% | +$3.23M | 0.38% | 48 |
|
|
2023
Q3 | $1.33M | Sell |
11,300
-4,483
| -28% | -$492K | 0.14% | 78 |
|
|
2023
Q2 | $1.69M | Buy |
15,783
+4,906
| +45% | +$535K | 0.22% | 69 |
|
|
2023
Q1 | $1.19M | Sell |
10,877
-151,586
| -93% | -$16.8M | 0.1% | 84 |
|
|
2022
Q4 | $17.9M | Buy |
162,463
+126,750
| +355% | +$13.6M | 0.67% | 33 |
|
|
2022
Q3 | $3.12M | Buy |
35,713
+26,705
| +296% | +$2.44M | 0.23% | 70 |
|
|
2022
Q2 | $771K | Buy |
9,008
+5,974
| +197% | +$539K | 0.1% | 150 |
|
|
2022
Q1 | $251K | Sell |
3,034
-437,910
| -99% | -$34M | 0.03% | 342 |
|
|
2021
Q4 | $27M | Buy |
440,944
+339,344
| +334% | +$21.2M | 1.26% | 9 |
|
|
2021
Q3 | $5.98M | Buy |
+101,600
| New | +$5.79M | 0.47% | 44 |
|
|
2021
Q2 | – | Sell |
-26,900
| Closed | -$1.61M | – | 898 |
|
|
2021
Q1 | $1.5M | Sell |
26,900
-14,900
| -36% | -$781K | 0.16% | 140 |
|
|
2020
Q4 | $1.72M | Buy |
41,800
+22,100
| +112% | +$829K | 0.15% | 169 |
|
|
2020
Q3 | $676K | Buy |
19,700
+11,800
| +149% | +$482K | 0.07% | 194 |
|
|
2020
Q2 | $353K | Sell |
7,900
-10,800
| -58% | -$484K | 0.04% | 292 |
|
|
2020
Q1 | $710K | Buy |
+18,700
| New | +$1.03M | 0.12% | 140 |
|
|
2019
Q3 | – | Sell |
-3,100
| Closed | -$224K | – | 430 |
|
|
2019
Q2 | $238K | Sell |
3,100
-1,200
| -28% | -$92.9K | 0.03% | 286 |
|
|
2019
Q1 | $347K | Sell |
4,300
-700
| -14% | -$53.4K | 0.06% | 147 |
|
|
2018
Q4 | $341K | Sell |
5,000
-24,600
| -83% | -$1.93M | 0.03% | 232 |
|
|
2018
Q3 | $2.52M | Buy |
29,600
+13,800
| +87% | +$1.13M | 0.94% | 18 |
|
|
2018
Q2 | $1.31M | Buy |
+15,800
| New | +$1.26M | 0.19% | 70 |
|
|
2017
Q3 | – | Sell |
-9,800
| Closed | -$778K | – | 314 |
|
|
2017
Q2 | $791K | Buy |
9,800
+4,400
| +81% | +$360K | 0.14% | 87 |
|
|
2017
Q1 | $443K | Buy |
+5,400
| New | +$451K | 0.13% | 175 |
|
|
2016
Q3 | – | Sell |
-2,400
| Closed | -$213K | – | 277 |
|
|
2016
Q2 | $225K | Buy |
+2,400
| New | +$212K | 0.12% | 174 |
|
|
2015
Q4 | – | Sell |
-800
| Closed | -$59K | – | 470 |
|
|
2015
Q3 | $59K | Buy |
+800
| New | +$61.6K | 0.04% | 156 |
|
|
2015
Q2 | – | Sell |
-203
| Closed | -$17K | – | 602 |
|
|
2015
Q1 | $17K | Sell |
203
-4,597
| -96% | -$408K | 0.01% | 252 |
|
|
2014
Q4 | $444K | Sell |
4,800
-20,000
| -81% | -$1.87M | 0.13% | 120 |
|
|
2014
Q3 | $2.33M | Buy |
24,800
+8,700
| +54% | +$867K | 0.68% | 37 |
|
|
2014
Q2 | $1.62M | Buy |
16,100
+16,000
| +16,000% | +$1.61M | 0.56% | 35 |
|
|
2014
Q1 | $10K | Sell |
100
-16,200
| -99% | -$1.54M | 0.01% | 265 |
|
|
2013
Q4 | $1.65M | Sell |
16,300
-66,000
| -80% | -$6.1M | 0.29% | 52 |
|
|
2013
Q3 | $7.08M | Sell |
82,300
-43,200
| -34% | -$3.89M | 2.41% | 10 |
|
|
2013
Q2 | $11.3M | Buy |
+125,500
| New | +$11.3M | 5.42% | 4 |
|
Other funds holding XOM
VCM
VPM
Summit Securities Group's XOM Position: Q1 2026 in Review
Summit Securities Group reduced its ExxonMobil (XOM) stake by 58% in Q1 2026, selling an estimated $814K and leaving 4,087 shares worth $693K. The position accounts for 0.09% of the portfolio, ranked #124.
Summit Securities Group first reported a position in XOM in Q2 2013 and has held it in 40 quarters since. The position peaked at $27M in Q4 2021. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Summit Securities Group held 4,087 shares of ExxonMobil worth $693K as of Q1 2026.
- Summit Securities Group sold 5,575 ExxonMobil shares in Q1 2026, an estimated $814K.
- ExxonMobil made up 0.09% of Summit Securities Group's portfolio in Q1 2026, its #124 holding.
- Summit Securities Group first reported a position in ExxonMobil in Q2 2013 and has held it in 40 quarters since.
- Summit Securities Group's ExxonMobil position peaked at $27M in Q4 2021.
- 4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.