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Summit Wealth Group’s ExxonMobil XOM Stock Holding History

Summit Wealth 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
2026
Q2 		$551K Buy
4,028
+151
+4% +$22.6K 0.11% 73
2026
Q1 		$658K Sell
3,877
-52
-1% -$7.59K 0.15% 61
2025
Q4 		$473K Buy
3,929
+97
+3% +$11.3K 0.11% 73
2025
Q3 		$432K Sell
3,832
-167
-4% -$18.6K 0.1% 74
2025
Q2 		$431K Buy
3,999
+471
+13% +$50.3K 0.11% 70
2025
Q1 		$420K Buy
3,528
+602
+21% +$66.6K 0.12% 64
2024
Q4 		$315K Buy
2,926
+707
+32% +$82.7K 0.09% 74
2024
Q3 		$260K Hold
2,219
– – 0.08% 84
2024
Q2 		$255K Buy
2,219
+24
+1% +$2.79K 0.08% 78
2024
Q1 		$255K Hold
2,195
– – 0.17% 38
2023
Q4 		$219K Buy
2,195
+42
+2% +$4.41K 0.17% 38
2023
Q3 		$253K Sell
2,153
-34
-2% -$3.73K 0.23% 33
2023
Q2 		$235K Sell
2,187
-237,639
-99% -$25.9M 0.1% 68
2023
Q1 		$2K Buy
+239,826
New +$26.5M 0.05% 105
2021
Q3 		– Sell
-1,306
Closed -$82K – 224
2021
Q2 		$82K Hold
1,306
– – 0.12% 42
2021
Q1 		$73K Buy
+1,306
New +$68.5K 0.12% 34

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's XOM Position: Q2 2026 in Review

Summit Wealth Group increased its ExxonMobil (XOM) stake by 3.9% in Q2 2026, buying an estimated $22.6K and bringing the position to 4,028 shares worth $551K. The position accounts for 0.11% of the portfolio, ranked #73.

Summit Wealth Group first reported a position in XOM in Q1 2021 and has held it in 16 quarters since. The position peaked at $658K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Summit Wealth Group held 4,028 shares of ExxonMobil worth $551K as of Q2 2026.
  • Summit Wealth Group bought 151 ExxonMobil shares in Q2 2026, an estimated $22.6K.
  • ExxonMobil made up 0.11% of Summit Wealth Group's portfolio in Q2 2026, its #73 holding.
  • Summit Wealth Group first reported a position in ExxonMobil in Q1 2021 and has held it in 16 quarters since.
  • Summit Wealth Group's ExxonMobil position peaked at $658K in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.