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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

United Advisor Group's XOM Position: Q1 2026 in Review

United Advisor Group reduced its ExxonMobil (XOM) stake by 3.4% in Q1 2026, selling an estimated $206K and leaving 40,382 shares worth $6.85M. The position accounts for 0.84% of the portfolio, ranked #23.

United Advisor Group first reported a position in XOM in Q1 2024 and has held it in 9 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

United Advisor Group held 40,382 shares of ExxonMobil worth $6.85M as of Q1 2026.
United Advisor Group sold 1,409 ExxonMobil shares in Q1 2026, an estimated $206K.
ExxonMobil made up 0.84% of United Advisor Group's portfolio in Q1 2026, its #23 holding.
United Advisor Group first reported a position in ExxonMobil in Q1 2024 and has held it in 9 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.