A detailed history of Summit Wealth Partners, LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 3,258 shares of XOM stock, worth $344,924. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,258
Previous 3,247 0.34%
Holding current value
$344,924
Previous $374 Million 2.17%
% of portfolio
0.07%
Previous 0.08%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$109.72 - $119.0 $1,206 - $1,309
11 Added 0.34%
3,258 $382 Million
Q2 2024

Sep 11, 2024

BUY
$108.36 - $122.2 $650 - $733
6 Added 0.19%
3,247 $374 Million
Q1 2024

Sep 11, 2024

BUY
$96.8 - $116.24 $580 - $697
6 Added 0.19%
3,241 $377 Million
Q4 2023

Sep 11, 2024

BUY
$98.05 - $115.83 $686 - $810
7 Added 0.22%
3,235 $323 Million
Q3 2023

Sep 11, 2024

BUY
$100.92 - $120.2 $10,092 - $12,020
100 Added 3.2%
3,228 $380 Million
Q2 2023

Sep 11, 2024

BUY
$102.18 - $118.34 $204 - $236
2 Added 0.06%
3,128 $335 Million
Q1 2023

Sep 11, 2024

BUY
$99.84 - $119.17 $399 - $476
4 Added 0.13%
3,126 $343 Million
Q4 2022

Sep 11, 2024

BUY
$91.92 - $114.2 $2,481 - $3,083
27 Added 0.87%
3,122 $344 Million
Q3 2022

Sep 11, 2024

BUY
$83.14 - $100.12 $415 - $500
5 Added 0.16%
3,095 $270 Million
Q2 2022

Sep 11, 2024

BUY
$82.26 - $104.59 $246 - $313
3 Added 0.1%
3,090 $265 Million
Q1 2022

Sep 11, 2024

BUY
$63.54 - $87.78 $196,147 - $270,976
3,087 New
3,087 $255 Million
Q3 2021

Sep 10, 2024

SELL
$52.73 - $63.26 $171,214 - $205,405
-3,247 Closed
0 $0
Q2 2021

Sep 10, 2024

BUY
$55.27 - $64.66 $179,461 - $209,951
3,247 New
3,247 $205 Million
Q4 2019

Sep 09, 2024

BUY
$66.7 - $73.09 $257,195 - $281,835
3,856 New
3,856 $269 Million

Others Institutions Holding XOM

About EXXON MOBIL CORP


  • Ticker XOM
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Integrated
  • Shares Outstandng 4,167,640,064
  • Market Cap $441B
  • Description
  • Exxon Mobil Corporation explores for and produces crude oil and natural gas in the United States and internationally. It operates through Upstream, Downstream, and Chemical segments. The company is also involved in the manufacture, trade, transport, and sale of crude oil, natural gas, petroleum products, petrochemicals, and other specialty produ...
More about XOM
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.