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Summit Wealth Group (Colorado)’s ExxonMobil XOM Stock Holding History

Summit Wealth Group (Colorado)’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 		$2.14M Buy
15,637
+726
+5% +$109K 0.18% 72
2026
Q1 		$2.53M Buy
14,911
+3,505
+31% +$511K 0.27% 51
2025
Q4 		$1.37M Buy
+11,406
New +$1.32M 0.18% 78
2025
Q3 		– Sell
-8,076
Closed -$871K – 465
2025
Q2 		$871K Buy
+8,076
New +$863K 0.22% 98

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 Wealth Group (Colorado)'s XOM Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its ExxonMobil (XOM) stake by 4.9% in Q2 2026, buying an estimated $109K and bringing the position to 15,637 shares worth $2.14M. The position accounts for 0.18% of the portfolio, ranked #72.

Summit Wealth Group (Colorado) first reported a position in XOM in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.53M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Summit Wealth Group (Colorado) held 15,637 shares of ExxonMobil worth $2.14M as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 726 ExxonMobil shares in Q2 2026, an estimated $109K.
  • ExxonMobil made up 0.18% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #72 holding.
  • Summit Wealth Group (Colorado) first reported a position in ExxonMobil in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s ExxonMobil position peaked at $2.53M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.