A detailed history of Summit Financial Wealth Advisors, LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 49,889 shares of XOM stock, worth $5.83 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares
49,889
Previous 49,836 0.11%
Holding current value
$5.83 Million
Previous $5.79 Million 0.85%
% of portfolio
1.31%
Previous 1.31%

Shares

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

Aug 12, 2024

BUY
$108.36 - $122.2 $5,743 - $6,476
53 Added 0.11%
49,889 $5.74 Million
Q1 2024

May 02, 2024

BUY
$96.8 - $116.24 $320,698 - $385,103
3,313 Added 7.12%
49,836 $5.79 Million
Q4 2023

Jan 19, 2024

BUY
$98.05 - $115.83 $527,018 - $622,586
5,375 Added 13.06%
46,523 $4.65 Million
Q3 2023

Nov 13, 2023

SELL
$100.92 - $120.2 $26,138 - $31,131
-259 Reduced 0.63%
41,148 $4.84 Million
Q2 2023

Jul 12, 2023

BUY
$102.18 - $118.34 $194,346 - $225,082
1,902 Added 4.81%
41,407 $4.44 Million
Q1 2023

Apr 10, 2023

BUY
$99.84 - $119.17 $2.07 Million - $2.47 Million
20,700 Added 110.08%
39,505 $4.33 Million
Q4 2022

Jan 17, 2023

BUY
$91.92 - $114.2 $56,530 - $70,233
615 Added 3.38%
18,805 $0
Q3 2022

Oct 28, 2022

BUY
$83.14 - $100.12 $665 - $800
8 Added 0.04%
18,190 $1.96 Million
Q2 2022

Jul 26, 2022

BUY
$82.26 - $104.59 $154,977 - $197,047
1,884 Added 11.56%
18,182 $1.64 Million
Q1 2022

May 06, 2022

SELL
$63.54 - $87.78 $600,198 - $829,169
-9,446 Reduced 36.69%
16,298 $1.35 Million
Q4 2021

Jan 12, 2022

BUY
$59.16 - $66.36 $177,657 - $199,279
3,003 Added 13.21%
25,744 $1.7 Million
Q3 2021

Nov 05, 2021

BUY
$52.73 - $63.26 $84,526 - $101,405
1,603 Added 7.58%
22,741 $1.34 Million
Q2 2021

Aug 09, 2021

BUY
$55.27 - $64.66 $586,691 - $686,365
10,615 Added 100.87%
21,138 $1.33 Million
Q1 2021

Apr 23, 2021

BUY
$41.5 - $61.97 $7,677 - $11,464
185 Added 1.79%
10,523 $434,000
Q4 2020

Jan 11, 2021

SELL
$31.57 - $44.01 $888,127 - $1.24 Million
-28,132 Reduced 73.13%
10,338 $355,000
Q3 2020

Nov 09, 2020

SELL
$34.28 - $44.97 $49,568 - $65,026
-1,446 Reduced 3.62%
38,470 $1.31 Million
Q2 2020

Jul 16, 2020

SELL
$37.53 - $54.74 $166,107 - $242,279
-4,426 Reduced 9.98%
39,916 $1.72 Million
Q1 2020

Apr 29, 2020

BUY
$31.45 - $70.9 $85,323 - $192,351
2,713 Added 6.52%
44,342 $1.8 Million
Q4 2019

Jan 28, 2020

SELL
$66.7 - $73.09 $321,627 - $352,439
-4,822 Reduced 10.38%
41,629 $2.7 Million
Q3 2019

Nov 05, 2019

SELL
$67.19 - $77.63 $126,720 - $146,410
-1,886 Reduced 3.9%
46,451 $3.2 Million
Q2 2019

Jul 16, 2019

BUY
$70.77 - $83.38 $7,077 - $8,338
100 Added 0.21%
48,337 $3.7 Million
Q1 2019

May 01, 2019

BUY
$68.62 - $81.79 $438,070 - $522,147
6,384 Added 15.25%
48,237 $3.9 Million
Q4 2018

Feb 01, 2019

SELL
$65.51 - $86.51 $270,883 - $357,718
-4,135 Reduced 8.99%
41,853 $2.85 Million
Q3 2018

Oct 22, 2018

BUY
$76.94 - $86.6 $2.56 Million - $2.88 Million
33,257 Added 261.23%
45,988 $3.72 Million
Q2 2018

Jul 06, 2018

SELL
$73.22 - $83.6 $56,452 - $64,455
-771 Reduced 5.71%
12,731 $950,000
Q1 2018

Apr 09, 2018

BUY
$72.81 - $89.07 $278,498 - $340,692
3,825 Added 39.53%
13,502 $1.01 Million
Q1 2018

Apr 06, 2018

SELL
$72.81 - $89.07 $805,424 - $985,292
-11,062 Reduced 53.34%
9,677 $722,000
Q4 2017

Feb 05, 2018

BUY
$80.24 - $84.02 $1.09 Million - $1.15 Million
13,632 Added 191.81%
20,739 $1.74 Million
Q3 2017

Nov 06, 2017

SELL
$76.1 - $82.19 $266,654 - $287,993
-3,504 Reduced 33.02%
7,107 $583,000
Q2 2017

Aug 14, 2017

BUY
N/A
10,611
10,611 $857,000

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 $487B
  • 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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