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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
2024
Q1 		– Sell
-50,000
Closed -$5M – 959
2023
Q4 		$5M Buy
+50,000
New +$5.26M 0.45% 38
2023
Q1 		– Sell
-53,200
Closed -$5.87M – 1360
2022
Q4 		$5.87M Buy
53,200
+41,200
+343% +$4.41M 0.22% 74
2022
Q3 		$1.05M Buy
12,000
+2,000
+20% +$183K 0.08% 163
2022
Q2 		$856K Sell
10,000
-26,600
-73% -$2.4M 0.11% 139
2022
Q1 		$3.02M Sell
36,600
-289,500
-89% -$22.5M 0.34% 52
2021
Q4 		$20M Buy
326,100
+325,420
+47,856% +$20.3M 0.93% 18
2021
Q3 		$4M Sell
680
-294
-30% -$16.8K 0.31% 78
2021
Q2 		$6.14M Sell
974
-7,838
-89% -$468K 0.51% 37
2021
Q1 		$49.2M Buy
8,812
+8,636
+4,907% +$453K 5.4% 2
2020
Q4 		$725K Buy
+176
New +$6.6K 0.06% 287
2020
Q2 		– Sell
-602
Closed -$2.29M – 493
2020
Q1 		$2.29M Buy
602
+572
+1,907% +$31.6K 0.4% 56
2019
Q4 		$209K Buy
+30
New +$2.08K 0.02% 402
2019
Q1 		– Sell
-113
Closed -$771K – 356
2018
Q4 		$771K Buy
+113
New +$8.87K 0.07% 159
2018
Q3 		– Sell
-25
Closed -$207K – 278
2018
Q2 		$207K Buy
+25
New +$1.99K 0.03% 206
2017
Q3 		– Sell
-106
Closed -$856K – 315
2017
Q2 		$856K Buy
+106
New +$8.67K 0.15% 82
2015
Q1 		– Sell
-312
Closed -$2K – 672
2014
Q4 		$2K Buy
+312
New +$29.1K ﹤0.01% 538
2014
Q1 		– Sell
-1,031
Closed -$1K – 607
2013
Q4 		$1K Buy
1,031
+209
+25% +$19.3K ﹤0.01% 478
2013
Q3 		$7K Sell
822
-43
-5% -$3.88K ﹤0.01% 277
2013
Q2 		$22K Buy
+865
New +$77.8K 0.01% 240

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
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. 4,765 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.
  • 4,765 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.