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Exxon Mobil Corp shares owned by Summit Financial Strategies

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

Historical chart of Summit Financial Strategies investment in Exxon Mobil Corp

Tip: Access up to 7 years of quarterly data

All positions including Exxon Mobil Corp held by Summit Financial Strategies 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 Strategies

Quarter filed Position value Share count Share price at filing
2026-09-30 $2.0M 13k 162.75

More positions owned by Summit Financial Strategies

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Equity (DFIC)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Packaging Corporation of America (PKG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds MRNGSTR SM CP GR (VBK)
Dimensional Etf Trust Us Targeted Vlu
Dimensional Etf Trust Global Real Est (DFGR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Summit Financial Strategies

Top funds holding Exxon Mobil Corp

Amundi
Sumitomo Mitsui Trust Holdings
Ensign Peak Advisors
Investec Asset Management
New York State Teachers Retirement System
Public Employees' Retirement Association of Colorado
Assenagon Asset Management
Bank Julius Baer & Co. Ltd, Zurich
Wealth Enhancement Advisory Services
Diam
Robeco Institutional Asset Management B V
Fort Washington Investment Advisors
Bank Of Oklahoma National Association /
ProShare Advisors
Cullen Capital Management

View all funds holding Exxon Mobil Corp