UAG
XOM icon

United Advisor Group’s ExxonMobil XOM Stock Holding History

United Advisor Group’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-40,382
Closed -$6.85M – 579
2026
Q1 		$6.85M Sell
40,382
-1,409
-3% -$206K 0.84% 23
2025
Q4 		$5.03M Buy
41,791
+156
+0.4% +$18.1K 0.63% 32
2025
Q3 		$4.69M Sell
41,635
-6,521
-14% -$725K 0.63% 34
2025
Q2 		$5.19M Buy
48,156
+1,088
+2% +$116K 0.9% 24
2025
Q1 		$5.6M Sell
47,068
-594
-1% -$65.7K 1.15% 19
2024
Q4 		$5.13M Sell
47,662
-3,509
-7% -$410K 1.01% 22
2024
Q3 		$6M Buy
51,171
+6,856
+15% +$792K 1.36% 13
2024
Q2 		$5.1M Buy
44,315
+28,939
+188% +$3.37M 1.59% 15
2024
Q1 		$1.79M Buy
+15,376
New +$1.61M 0.67% 44

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

United Advisor Group's XOM Position: Q2 2026 in Review

United Advisor Group sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 40,382 shares — an estimated $6.85M sold.

United Advisor Group first reported a position in XOM in Q1 2024 and held it in 9 quarters. The position peaked at $6.85M in Q1 2026. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • United Advisor Group reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • United Advisor Group sold 40,382 ExxonMobil shares in Q2 2026, an estimated $6.85M.
  • United Advisor Group first reported a position in ExxonMobil in Q1 2024 and held it in 9 quarters.
  • United Advisor Group's ExxonMobil position peaked at $6.85M in Q1 2026.
  • 4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.