Summit Wealth Partners, LLC's ownership history for XOM

Summit Wealth Partners, LLC currently holds 2.0K shares with a market value of $222.3K. It started holding XOM on 2024-09-30. At its peak, it held 3.3K shares on 2024-09-30. Its highest holding value was $381.9K on 2024-09-30. At its lowest, it held 2.0K shares on 2025-03-31, with a value of $211.8K on 2025-06-30. In the recent 180 days, Summit Wealth Partners, LLC has increased its shares by 14. In the recent year, Summit Wealth Partners, LLC has decreased its shares by 1.3K.