Summit Financial Wealth Advisors, LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 1632283
Lafayette, LA
Position in XOM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$6,836,546
-$1,475,097 QoQ
Shares Held
50,004
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.32%
of 13F equity value
Holder Rank
#953
of 3,872 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Summit Financial Wealth Advisors, LLC holds $12,168,050 across 2 Oil & Gas Integrated names. XOM ranks #1 (56.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
50,004 | $6,836,546 | |
| 2 | CVX |
Chevron Corp
|
32,164 | $5,331,504 |
All Filings in XOM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,836,546 | 50,004 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $8,311,643 | 48,990 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $6,166,582 | 51,243 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,738,636 | 50,897 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $5,413,284 | 50,216 | Shares | Sole | 2025-09-29 | |
| 2025-03-31 | $5,910,821 | 49,700 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,324,822 | 49,501 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,813,408 | 49,594 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,743,221 | 49,889 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,792,936 | 49,836 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $4,651,369 | 46,523 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $4,838,181 | 41,148 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,440,900 | 41,407 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $4,332,118 | 39,505 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $2,074,191 | 18,805 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,588,168 | 18,190 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,557,106 | 18,182 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,346,051 | 16,298 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,575,275 | 25,744 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,337,625 | 22,741 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,333,385 | 21,138 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $587,499 | 10,523 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $426,132 | 10,338 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $1,320,675 | 38,470 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,785,043 | 39,916 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $1,683,665 | 44,342 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||