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Summit Wealth & Retirement Planning’s ExxonMobil XOM Stock Holding History

Summit Wealth & Retirement Planning’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 		$712K Sell
5,211
-620
-11% -$92.8K 0.15% 51
2026
Q1 		$989K Sell
5,831
-513
-8% -$74.9K 0.24% 40
2025
Q4 		$763K Hold
6,344
– – 0.18% 42
2025
Q3 		$715K Sell
6,344
-554
-8% -$61.6K 0.18% 43
2025
Q2 		$744K Buy
6,898
+40
+0.6% +$4.28K 0.2% 38
2025
Q1 		$816K Buy
6,858
+61
+0.9% +$6.75K 0.25% 33
2024
Q4 		$731K Buy
6,797
+500
+8% +$58.5K 0.23% 29
2024
Q3 		$738K Buy
6,297
+900
+17% +$104K 0.24% 30
2024
Q2 		$621K Buy
5,397
+3,256
+152% +$379K 0.21% 30
2024
Q1 		$249K Buy
+2,141
New +$224K 0.09% 55
2020
Q1 		– Sell
-5,393
Closed -$376K – 134
2019
Q4 		$376K Buy
5,393
+136
+3% +$9.4K 0.17% 98
2019
Q3 		$371K Sell
5,257
-375
-7% -$27.1K 0.22% 88
2019
Q2 		$432K Sell
5,632
-3,741
-40% -$290K 0.25% 82
2019
Q1 		$757K Sell
9,373
-985
-10% -$75.1K 0.45% 55
2018
Q4 		$706K Buy
+10,358
New +$813K 0.54% 47

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 & Retirement Planning's XOM Position: Q2 2026 in Review

Summit Wealth & Retirement Planning reduced its ExxonMobil (XOM) stake by 11% in Q2 2026, selling an estimated $92.8K and leaving 5,211 shares worth $712K. The position accounts for 0.15% of the portfolio, ranked #51.

Summit Wealth & Retirement Planning first reported a position in XOM in Q4 2018 and has held it in 15 quarters since. The position peaked at $989K in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Summit Wealth & Retirement Planning held 5,211 shares of ExxonMobil worth $712K as of Q2 2026.
  • Summit Wealth & Retirement Planning sold 620 ExxonMobil shares in Q2 2026, an estimated $92.8K.
  • ExxonMobil made up 0.15% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #51 holding.
  • Summit Wealth & Retirement Planning first reported a position in ExxonMobil in Q4 2018 and has held it in 15 quarters since.
  • Summit Wealth & Retirement Planning's ExxonMobil position peaked at $989K in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.