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Exxon Mobil Corp shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of Exxon Mobil Corp (XOM) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in Exxon Mobil Corp

Tip: Access up to 7 years of quarterly data

All positions including Exxon Mobil Corp held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Exxon Mobil Corp by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $8.3M 51k 162.75

More positions owned by Summit Financial Wealth Advisors

Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Mrngstr Grwt Etf (VUG)
Pimco Etf Tr Ultr Sh Go Ac Fd (BILZ)
Spdr Series Trust St Str Corpo Etf (SPBO)
First Tr Exchange-traded First Tr Enh New (FTSM)
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)
Vanguard Index Fds MRNGSTR TTL STK (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
Fidelity Covington Trust High Divid Etf (FDVV)
Valero Energy Corporation (VLO)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Apple (AAPL)
3M Company (MMM)
UnitedHealth (UNH)

View all positions for Summit Financial Wealth Advisors

Top funds holding Exxon Mobil Corp

Amundi
Ensign Peak Advisors
Investec Asset Management
New York State Teachers Retirement System
Public Employees' Retirement Association of Colorado
Assenagon Asset Management
Wealth Enhancement Advisory Services
Diam
Robeco Institutional Asset Management B V
Fort Washington Investment Advisors
Bank Of Oklahoma National Association /
Cullen Capital Management
Wintrust Financial Corporation
Petroleum & Resources Corporation
Bogart Wealth

View all funds holding Exxon Mobil Corp