A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Exxon Mobil Corp stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 6,297 shares of XOM stock, worth $680,138. This represents 0.25% of its overall portfolio holdings.

Number of Shares
6,297
Previous 5,397 16.68%
Holding current value
$680,138
Previous $621,000 18.84%
% of portfolio
0.25%
Previous 0.22%

Shares

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

Nov 01, 2024

BUY
$109.72 - $119.0 $98,748 - $107,100
900 Added 16.68%
6,297 $738,000
Q2 2024

Aug 06, 2024

BUY
$108.36 - $122.2 $352,820 - $397,883
3,256 Added 152.08%
5,397 $621,000
Q1 2024

May 09, 2024

BUY
$96.8 - $116.24 $207,248 - $248,869
2,141 New
2,141 $248,000
Q1 2020

May 11, 2020

SELL
$31.45 - $70.9 $169,609 - $382,363
-5,393 Closed
0 $0
Q4 2019

Feb 10, 2020

BUY
$66.7 - $73.09 $9,071 - $9,940
136 Added 2.59%
5,393 $376,000
Q3 2019

Nov 12, 2019

SELL
$67.19 - $77.63 $25,196 - $29,111
-375 Reduced 6.66%
5,257 $371,000
Q2 2019

Aug 06, 2019

SELL
$70.77 - $83.38 $264,750 - $311,924
-3,741 Reduced 39.91%
5,632 $432,000
Q1 2019

May 08, 2019

SELL
$68.62 - $81.79 $67,590 - $80,563
-985 Reduced 9.51%
9,373 $757,000
Q4 2018

Feb 08, 2019

BUY
$65.51 - $86.51 $678,552 - $896,070
10,358 New
10,358 $706,000

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 $450B
  • 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 & Retirement Planning, Inc. Portfolio

Follow Summit Wealth & Retirement Planning, Inc. 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 & Retirement Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth & Retirement Planning, Inc. with notifications on news.