SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s ownership history for XOM


SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 5.8K shares with a market value of $989.4K. It started holding XOM on 2024-09-30. At its peak, it held 6.9K shares on 2025-06-30. Its highest holding value was $989.4K on 2026-03-31. At its lowest, it held 5.8K shares on 2026-03-31, with a value of $715.3K on 2025-09-30. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 513. In the recent year, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 1.0K.


SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s ownership history for XOM