Summit Financial Strategies, Inc.'s ownership history for XOM

Summit Financial Strategies, Inc. currently holds 12.3K shares with a market value of $2.1M. It started holding XOM on 2024-09-30. At its peak, it held 13.3K shares on 2024-12-31. Its highest holding value was $2.1M on 2026-03-31. At its lowest, it held 11.8K shares on 2025-09-30, with a value of $1.3M on 2025-06-30. In the recent 180 days, Summit Financial Strategies, Inc. has increased its shares by 422. In the recent year, Summit Financial Strategies, Inc. has decreased its shares by 111.