Summit Financial Strategies, Inc. Exxon Mobil Corp Transaction History

Summit Financial Strategies, Inc.

$998 Million
Q2 2025

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 12,235 shares of XOM stock, worth $1.3 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

12,235

Previous 12,368 1.08%

Holding current value

$1.3 Million

Previous $1.47 Million 10.34%

% of portfolio

0.13%

Previous 0.16%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$99.93 - $119.04 $13,290 - $15,832	-133 Reduced 1.08%	12,235 $1.32 Million
Q1 2025 May 12, 2025	SELL	$105.44 - $118.93 $102,698 - $115,837	-974 Reduced 7.3%	12,368 $1.47 Million
Q4 2024 Jan 22, 2025	BUY	$105.51 - $125.37 $158,053 - $187,804	1,498 Added 12.65%	13,342 $1.44 Million
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

# of Institutions

4,756

Shares Held

2.65B

Call Options Held

48.5M

Put Options Held

35.9M

View Full List

About EXXON MOBIL CORP

Ticker XOM
Exchange NYSE
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 4,167,640,064
Market Cap $444B
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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Summit Financial Strategies, Inc. Exxon Mobil Corp Transaction History