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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 $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 Securities Group's XOM Position: Q2 2026 in Review

Summit Securities Group reduced its ExxonMobil (XOM) stake by 76% in Q2 2026, selling an estimated $468K and leaving 961 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #338.

Summit Securities Group first reported a position in XOM in Q2 2013 and has held it in 41 quarters since. The position peaked at $27M in Q4 2021. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Summit Securities Group held 961 shares of ExxonMobil worth $131K as of Q2 2026.
  • Summit Securities Group sold 3,126 ExxonMobil shares in Q2 2026, an estimated $468K.
  • ExxonMobil made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #338 holding.
  • Summit Securities Group first reported a position in ExxonMobil in Q2 2013 and has held it in 41 quarters since.
  • Summit Securities Group's ExxonMobil position peaked at $27M in Q4 2021.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.