Summit Wealth Group, LLC's ownership history for XOM

Summit Wealth Group, LLC currently holds 3.8K shares with a market value of $432.1K. It started holding XOM on 2024-09-30. At its peak, it held 4.0K shares on 2025-06-30. Its highest holding value was $432.1K on 2025-09-30. At its lowest, it held 2.2K shares on 2024-09-30, with a value of $260 on 2024-09-30. In the recent 180 days, Summit Wealth Group, LLC has increased its shares by 304. In the recent year, Summit Wealth Group, LLC has increased its shares by 1.6K.