A detailed history of Summit Financial Strategies, Inc. transactions in Exxon Mobil Corp stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 11,844 shares of XOM stock, worth $1.26 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
11,844
Previous 11,844 -0.0%
Holding current value
$1.26 Million
Previous $1.36 Million 1.83%
% of portfolio
0.17%
Previous 0.18%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

SELL
$108.36 - $122.2 $73,251 - $82,607
-676 Reduced 5.4%
11,844 $1.36 Million
Q1 2024

May 09, 2024

SELL
$96.8 - $116.24 $10,357 - $12,437
-107 Reduced 0.85%
12,520 $1.46 Million
Q4 2023

Feb 13, 2024

SELL
$98.05 - $115.83 $98 - $115
-1 Reduced 0.01%
12,627 $1.26 Million
Q3 2023

Oct 24, 2023

SELL
$100.92 - $120.2 $85,882 - $102,290
-851 Reduced 6.31%
12,628 $1.48 Million
Q2 2023

Jul 21, 2023

SELL
$102.18 - $118.34 $22,786 - $26,389
-223 Reduced 1.63%
13,479 $1.45 Million
Q1 2023

Apr 21, 2023

SELL
$99.84 - $119.17 $998 - $1,191
-10 Reduced 0.07%
13,702 $1.5 Million
Q4 2022

Jan 20, 2023

SELL
$91.92 - $114.2 $117,933 - $146,518
-1,283 Reduced 8.56%
13,712 $0
Q3 2022

Oct 21, 2022

BUY
$83.14 - $100.12 $69,006 - $83,099
830 Added 5.86%
14,995 $1.31 Million
Q2 2022

Jul 25, 2022

SELL
$82.26 - $104.59 $56,759 - $72,167
-690 Reduced 4.64%
14,165 $1.21 Million
Q1 2022

May 04, 2022

SELL
$63.54 - $87.78 $77,074 - $106,477
-1,213 Reduced 7.55%
14,855 $1.23 Million
Q4 2021

Feb 03, 2022

SELL
$59.16 - $66.36 $29,580 - $33,180
-500 Reduced 3.02%
16,068 $983,000
Q3 2021

Nov 10, 2021

BUY
$52.73 - $63.26 $373,750 - $448,386
7,088 Added 74.77%
16,568 $975,000
Q2 2021

Aug 11, 2021

BUY
$55.27 - $64.66 $127,286 - $148,911
2,303 Added 32.09%
9,480 $598,000
Q1 2021

May 11, 2021

SELL
$41.5 - $61.97 $22,991 - $34,331
-554 Reduced 7.17%
7,177 $401,000
Q4 2020

Feb 05, 2021

SELL
$31.57 - $44.01 $39,494 - $55,056
-1,251 Reduced 13.93%
7,731 $319,000
Q3 2020

Nov 16, 2020

SELL
$34.28 - $44.97 $1,953 - $2,563
-57 Reduced 0.63%
8,982 $308,000
Q2 2020

Jul 31, 2020

SELL
$37.53 - $54.74 $9,720 - $14,177
-259 Reduced 2.79%
9,039 $404,000
Q1 2020

May 11, 2020

BUY
$31.45 - $70.9 $154,922 - $349,253
4,926 Added 112.67%
9,298 $353,000
Q4 2019

Feb 11, 2020

BUY
$66.7 - $73.09 $52,159 - $57,156
782 Added 21.78%
4,372 $305,000
Q3 2019

Nov 14, 2019

SELL
$67.19 - $77.63 $30,840 - $35,632
-459 Reduced 11.34%
3,590 $254,000
Q2 2019

Aug 08, 2019

BUY
$70.77 - $83.38 $87,259 - $102,807
1,233 Added 43.79%
4,049 $310,000
Q1 2019

May 14, 2019

SELL
$68.62 - $81.79 $16,537 - $19,711
-241 Reduced 7.88%
2,816 $228,000
Q4 2018

Feb 06, 2019

SELL
$65.51 - $86.51 $2,751 - $3,633
-42 Reduced 1.36%
3,057 $208,000
Q3 2018

Nov 09, 2018

BUY
$76.94 - $86.6 $3,847 - $4,330
50 Added 1.64%
3,099 $263,000
Q2 2018

Aug 06, 2018

SELL
$73.22 - $83.6 $26,578 - $30,346
-363 Reduced 10.64%
3,049 $252,000
Q1 2018

May 14, 2018

SELL
$72.81 - $89.07 $30,434 - $37,231
-418 Reduced 10.91%
3,412 $255,000
Q4 2017

Jan 29, 2018

SELL
$80.24 - $84.02 $32,176 - $33,692
-401 Reduced 9.48%
3,830 $320,000
Q3 2017

Nov 09, 2017

BUY
$76.1 - $82.19 $321,979 - $347,745
4,231
4,231 $347,000

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 $443B
  • 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
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