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Summit Trail Advisors’s ExxonMobil XOM Stock Holding History

Summit Trail Advisors’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
2026
Q2 		$19.7M Sell
144,338
-427
-0.3% -$63.9K 0.25% 57
2026
Q1 		$24.6M Buy
144,765
+23,498
+19% +$3.43M 0.35% 39
2025
Q4 		$14.6M Sell
121,267
-2,329
-2% -$270K 0.25% 52
2025
Q3 		$13.9M Buy
123,596
+10,673
+9% +$1.19M 0.19% 64
2025
Q2 		$12.2M Buy
112,923
+28,565
+34% +$3.05M 0.21% 61
2025
Q1 		$10M Buy
84,358
+15,484
+22% +$1.71M 0.33% 33
2024
Q4 		$7.41M Buy
68,874
+19,705
+40% +$2.3M 0.27% 36
2024
Q3 		$5.76M Buy
49,169
+9,359
+24% +$1.08M 0.14% 71
2024
Q2 		$4.58M Buy
39,810
+315
+0.8% +$36.7K 0.12% 74
2024
Q1 		$4.59M Buy
39,495
+13,210
+50% +$1.38M 0.12% 66
2023
Q4 		$2.63M Sell
26,285
-1,271
-5% -$134K 0.09% 87
2023
Q3 		$3.24M Buy
27,556
+3,926
+17% +$431K 0.12% 69
2023
Q2 		$2.53M Buy
23,630
+6,651
+39% +$726K 0.1% 88
2023
Q1 		$1.86M Buy
16,979
+1,866
+12% +$206K 0.08% 90
2022
Q4 		$1.67M Sell
15,113
-1,201
-7% -$129K 0.07% 92
2022
Q3 		$1.42M Buy
16,314
+2,583
+19% +$236K 0.08% 91
2022
Q2 		$1.18M Buy
13,731
+8,809
+179% +$795K 0.07% 109
2022
Q1 		$407K Sell
4,922
-443
-8% -$34.4K 0.03% 202
2021
Q4 		$328K Buy
5,365
+415
+8% +$25.9K 0.02% 216
2021
Q3 		$291K Buy
4,950
+1,325
+37% +$75.5K 0.02% 203
2021
Q2 		$229K Buy
+3,625
New +$216K 0.02% 197
2018
Q4 		– Sell
-7,050
Closed -$599K – 235
2018
Q3 		$599K Buy
7,050
+5,673
+412% +$464K 0.13% 88
2018
Q2 		$114K Sell
1,377
-19,736
-93% -$1.57M 0.04% 196
2018
Q1 		$1.25M Buy
21,113
+140
+0.7% +$11.2K 0.21% 107
2017
Q4 		$1.83M Buy
+20,973
New +$1.73M 0.23% 82

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 Trail Advisors's XOM Position: Q2 2026 in Review

Summit Trail Advisors reduced its ExxonMobil (XOM) stake by 0.29% in Q2 2026, selling an estimated $63.9K and leaving 144,338 shares worth $19.7M. The position accounts for 0.25% of the portfolio, ranked #57.

Summit Trail Advisors first reported a position in XOM in Q4 2017 and has held it in 25 quarters since. The position peaked at $24.6M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Summit Trail Advisors held 144,338 shares of ExxonMobil worth $19.7M as of Q2 2026.
  • Summit Trail Advisors sold 427 ExxonMobil shares in Q2 2026, an estimated $63.9K.
  • ExxonMobil made up 0.25% of Summit Trail Advisors's portfolio in Q2 2026, its #57 holding.
  • Summit Trail Advisors first reported a position in ExxonMobil in Q4 2017 and has held it in 25 quarters since.
  • Summit Trail Advisors's ExxonMobil position peaked at $24.6M in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.