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United Asset Strategies’s ExxonMobil XOM Stock Holding History

United Asset Strategies’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 		$4.79M Sell
35,039
-20,300
-37% -$3.04M 0.34% 68
2026
Q1 		$9.39M Sell
55,339
-141
-0.3% -$20.6K 0.75% 44
2025
Q4 		$6.68M Buy
55,480
+1,272
+2% +$148K 0.52% 51
2025
Q3 		$6.11M Buy
54,208
+538
+1% +$59.8K 0.49% 52
2025
Q2 		$5.79M Sell
53,670
-7,607
-12% -$813K 0.49% 55
2025
Q1 		$7.29M Buy
61,277
+1,313
+2% +$145K 0.68% 50
2024
Q4 		$6.45M Buy
59,964
+19
+0% +$2.22K 0.59% 49
2024
Q3 		$7.03M Buy
59,945
+1,196
+2% +$138K 0.65% 47
2024
Q2 		$6.76M Buy
58,749
+327
+0.6% +$38.1K 0.67% 48
2024
Q1 		$6.79M Buy
58,422
+2,279
+4% +$238K 0.68% 50
2023
Q4 		$5.61M Buy
56,143
+14,971
+36% +$1.57M 0.63% 50
2023
Q3 		$4.84M Buy
41,172
+17,048
+71% +$1.87M 0.63% 46
2023
Q2 		$2.59M Sell
24,124
-8,496
-26% -$927K 0.32% 70
2023
Q1 		$3.58M Buy
32,620
+9,716
+42% +$1.07M 0.47% 59
2022
Q4 		$2.53M Buy
22,904
+1,291
+6% +$138K 0.35% 71
2022
Q3 		$1.89M Buy
21,613
+8,296
+62% +$757K 0.29% 77
2022
Q2 		$1.14M Buy
13,317
+4,978
+60% +$449K 0.17% 114
2022
Q1 		$689K Sell
8,339
-404
-5% -$31.4K 0.09% 140
2021
Q4 		$535K Sell
8,743
-748
-8% -$46.8K 0.06% 149
2021
Q3 		$558K Sell
9,491
-323
-3% -$18.4K 0.07% 140
2021
Q2 		$619K Sell
9,814
-983
-9% -$58.7K 0.08% 135
2021
Q1 		$603K Buy
10,797
+572
+6% +$30K 0.09% 139
2020
Q4 		$421K Sell
10,225
-3,453
-25% -$129K 0.07% 152
2020
Q3 		$470K Sell
13,678
-45,800
-77% -$1.87M 0.09% 141
2020
Q2 		$2.66M Buy
59,478
+30,114
+103% +$1.35M 0.52% 57
2020
Q1 		$1.11M Buy
29,364
+4,106
+16% +$227K 0.28% 79
2019
Q4 		$1.76M Buy
25,258
+3,004
+13% +$208K 0.34% 74
2019
Q3 		$1.57M Buy
22,254
+1,087
+5% +$78.6K 0.34% 80
2019
Q2 		$1.62M Buy
21,167
+647
+3% +$50.1K 0.37% 75
2019
Q1 		$1.66M Buy
20,520
+12,532
+157% +$955K 0.39% 71
2018
Q4 		$545K Buy
7,988
+582
+8% +$45.7K 0.15% 123
2018
Q3 		$630K Sell
7,406
-557
-7% -$45.5K 0.15% 123
2018
Q2 		$659K Sell
7,963
-87,575
-92% -$6.98M 0.17% 118
2018
Q1 		$7.13M Buy
95,538
+3,615
+4% +$289K 2.1% 7
2017
Q4 		$7.69M Buy
+91,923
New +$7.6M 2.06% 11
2017
Q3 		– Sell
-95,477
Closed -$7.71M – 184
2017
Q2 		$7.71M Buy
95,477
+4,752
+5% +$389K 2.29% 9
2017
Q1 		$7.44M Buy
90,725
+6,710
+8% +$561K 2.27% 10
2016
Q4 		$7.58M Sell
84,015
-681
-0.8% -$59.5K 2.47% 5
2016
Q3 		$7.37M Buy
84,696
+2,688
+3% +$238K 2.58% 6
2016
Q2 		$7.69M Buy
82,008
+2,619
+3% +$232K 2.88% 5
2016
Q1 		$6.64M Buy
79,389
+41,681
+111% +$3.34M 2.96% 6
2015
Q4 		$2.94M Buy
37,708
+24,886
+194% +$1.99M 1.28% 27
2015
Q3 		$953K Buy
12,822
+872
+7% +$67.2K 0.44% 58
2015
Q2 		$994K Buy
11,950
+3,577
+43% +$308K 0.44% 62
2015
Q1 		$732K Sell
8,373
-159
-2% -$14.1K 0.34% 72
2014
Q4 		$789K Buy
8,532
+551
+7% +$51.4K 0.34% 74
2014
Q3 		$751K Sell
7,981
-994
-11% -$99K 0.34% 74
2014
Q2 		$904K Buy
8,975
+926
+12% +$93.4K 0.44% 66
2014
Q1 		$786K Buy
8,049
+2,871
+55% +$274K 0.45% 58
2013
Q4 		$524K Buy
+5,178
New +$479K 0.36% 59

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

United Asset Strategies's XOM Position: Q2 2026 in Review

United Asset Strategies reduced its ExxonMobil (XOM) stake by 37% in Q2 2026, selling an estimated $3.04M and leaving 35,039 shares worth $4.79M. The position accounts for 0.34% of the portfolio, ranked #68.

United Asset Strategies first reported a position in XOM in Q4 2013 and has held it in 50 quarters since. The position peaked at $9.39M in Q1 2026. 2,045 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • United Asset Strategies held 35,039 shares of ExxonMobil worth $4.79M as of Q2 2026.
  • United Asset Strategies sold 20,300 ExxonMobil shares in Q2 2026, an estimated $3.04M.
  • ExxonMobil made up 0.34% of United Asset Strategies's portfolio in Q2 2026, its #68 holding.
  • United Asset Strategies first reported a position in ExxonMobil in Q4 2013 and has held it in 50 quarters since.
  • United Asset Strategies's ExxonMobil position peaked at $9.39M in Q1 2026.
  • 2,045 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.