Summit Securities Group’s ExxonMobil XOM Stock Holding History

Summit Securities Group’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
2022 Q3	–	Sell	-65,000	Closed	-$5.57M	–	1198
2022 Q2	$5.57M	Sell	65,000 -65,000	-50%	-$5.86M	0.69%	29
2022 Q1	$10.7M	Buy	130,000 +48,000	+59%	+$3.73M	1.2%	13
2021 Q4	$5.02M	Buy	82,000 +78,041	+1,971%	+$4.88M	0.23%	76
2021 Q3	$23.3M	Sell	3,959 -2,163	-35%	-$123K	1.81%	4
2021 Q2	$38.6M	Sell	6,122 -5,683	-48%	-$339K	3.19%	2
2021 Q1	$65.9M	Buy	+11,805	New	+$619K	7.23%	1
2020 Q2	–	Sell	-88	Closed	-$334K	–	492
2020 Q1	$334K	Buy	+88	New	+$4.86K	0.06%	195
2019 Q4	–	Sell	-300	Closed	-$2.12M	–	536
2019 Q3	$2.12M	Buy	+300	New	+$21.7K	0.19%	86
2019 Q1	–	Sell	-152	Closed	-$1.04M	–	355
2018 Q4	$1.04M	Buy	+152	New	+$11.9K	0.09%	134
2018 Q2	–	Sell	-441	Closed	-$3.29M	–	258
2018 Q1	$3.29M	Buy	+441	New	+$35.3K	0.8%	26
2017 Q4	–	Sell	-25	Closed	-$205K	–	272
2017 Q3	$205K	Buy	+25	New	+$1.99K	0.03%	196
2016 Q4	–	Sell	-28	Closed	-$244K	–	325
2016 Q3	$244K	Sell	28 -1	-3%	-$89	0.08%	116
2016 Q2	$111K	Buy	+29	New	+$2.56K	0.06%	218
2015 Q4	–	Sell	-13	Closed	-$35K	–	469
2015 Q3	$35K	Buy	+13	New	+$1K	0.03%	184
2014 Q2	–	Sell	-4	Closed	-$10K	–	666
2014 Q1	$10K	Buy	+4	New	+$381	0.01%	264

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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.