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Summit Wealth Partners’s ExxonMobil XOM Stock Holding History

Summit Wealth Partners’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 		$929K Buy
6,797
+326
+5% +$48.8K 0.13% 113
2026
Q1 		$1.1M Buy
6,471
+4,493
+227% +$656K 0.17% 94
2025
Q4 		$238K Buy
1,978
+6
+0.3% +$696 0.04% 184
2025
Q3 		$222K Buy
1,972
+7
+0.4% +$778 0.04% 204
2025
Q2 		$212K Buy
1,965
+7
+0.4% +$748 0.04% 209
2025
Q1 		$233K Sell
1,958
-91
-4% -$10.1K 0.05% 192
2024
Q4 		$220K Sell
2,049
-1,209
-37% -$141K 0.05% 192
2024
Q3 		$382K Buy
3,258
+11
+0.3% +$1.27K 0.07% 163
2024
Q2 		$374K Buy
3,247
+6
+0.2% +$699 0.08% 158
2024
Q1 		$377K Buy
3,241
+6
+0.2% +$628 0.08% 148
2023
Q4 		$323K Buy
3,235
+7
+0.2% +$736 0.08% 152
2023
Q3 		$380K Buy
3,228
+100
+3% +$11K 0.1% 125
2023
Q2 		$335K Buy
3,128
+2
+0.1% +$218 0.08% 135
2023
Q1 		$343K Buy
3,126
+4
+0.1% +$442 0.09% 135
2022
Q4 		$344K Buy
3,122
+27
+0.9% +$2.89K 0.09% 133
2022
Q3 		$270K Buy
3,095
+5
+0.2% +$456 0.08% 130
2022
Q2 		$265K Buy
3,090
+3
+0.1% +$271 0.07% 132
2022
Q1 		$255K Buy
+3,087
New +$240K 0.06% 145
2021
Q3 		– Sell
-3,247
Closed -$205K – 156
2021
Q2 		$205K Buy
+3,247
New +$194K 0.05% 151
2020
Q1 		– Sell
-3,856
Closed -$269K – 126
2019
Q4 		$269K Buy
+3,856
New +$267K 0.09% 98

Other funds holding XOM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Summit Wealth Partners's XOM Position: Q2 2026 in Review

Summit Wealth Partners increased its ExxonMobil (XOM) stake by 5% in Q2 2026, buying an estimated $48.8K and bringing the position to 6,797 shares worth $929K. The position accounts for 0.13% of the portfolio, ranked #113.

Summit Wealth Partners first reported a position in XOM in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.1M in Q1 2026. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Summit Wealth Partners held 6,797 shares of ExxonMobil worth $929K as of Q2 2026.
  • Summit Wealth Partners bought 326 ExxonMobil shares in Q2 2026, an estimated $48.8K.
  • ExxonMobil made up 0.13% of Summit Wealth Partners's portfolio in Q2 2026, its #113 holding.
  • Summit Wealth Partners first reported a position in ExxonMobil in Q4 2019 and has held it in 20 quarters since.
  • Summit Wealth Partners's ExxonMobil position peaked at $1.1M in Q1 2026.
  • 2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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