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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
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 $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 Trail Advisors's XOM Position: Q1 2026 in Review

Summit Trail Advisors increased its ExxonMobil (XOM) stake by 19% in Q1 2026, buying an estimated $3.43M and bringing the position to 144,765 shares worth $24.6M. The position accounts for 0.35% of the portfolio, ranked #39.

Summit Trail Advisors first reported a position in XOM in Q4 2017 and has held it in 24 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Summit Trail Advisors held 144,765 shares of ExxonMobil worth $24.6M as of Q1 2026.
  • Summit Trail Advisors bought 23,498 ExxonMobil shares in Q1 2026, an estimated $3.43M.
  • ExxonMobil made up 0.35% of Summit Trail Advisors's portfolio in Q1 2026, its #39 holding.
  • Summit Trail Advisors first reported a position in ExxonMobil in Q4 2017 and has held it in 24 quarters since.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.