United Capital Financial Advisors’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $50.5M | Buy |
297,404
+11,027
| +4% | +$1.61M | 0.31% | 62 |
|
|
2025
Q4 | $34.5M | Buy |
286,377
+9,464
| +3% | +$1.1M | 0.21% | 93 |
|
|
2025
Q3 | $31.2M | Buy |
276,913
+517
| +0.2% | +$57.5K | 0.22% | 87 |
|
|
2025
Q2 | $29.8M | Buy |
276,396
+1,267
| +0.5% | +$135K | 0.24% | 89 |
|
|
2025
Q1 | $32.7M | Buy |
275,129
+16,325
| +6% | +$1.81M | 0.28% | 78 |
|
|
2024
Q4 | $27.8M | Sell |
258,804
-14,481
| -5% | -$1.69M | 0.24% | 90 |
|
|
2024
Q3 | $32M | Buy |
273,285
+3,079
| +1% | +$356K | 0.26% | 80 |
|
|
2024
Q2 | $31.1M | Buy |
270,206
+51,745
| +24% | +$6.03M | 0.27% | 78 |
|
|
2024
Q1 | $25.4M | Sell |
218,461
-9,132
| -4% | -$955K | 0.21% | 102 |
|
|
2023
Q4 | $22.8M | Buy |
227,593
+22,907
| +11% | +$2.41M | 0.19% | 112 |
|
|
2023
Q3 | $24.1M | Sell |
204,686
-156,408
| -43% | -$17.2M | 0.16% | 130 |
|
|
2023
Q2 | $38.7M | Sell |
361,094
-131,937
| -27% | -$14.4M | 0.21% | 94 |
|
|
2023
Q1 | $54.1M | Sell |
493,031
-597,352
| -55% | -$66.1M | 0.3% | 67 |
|
|
2022
Q4 | $120M | Sell |
1,090,383
-198,000
| -15% | -$21.2M | 0.67% | 29 |
|
|
2022
Q3 | $112M | Sell |
1,288,383
-106,250
| -8% | -$9.7M | 0.66% | 27 |
|
|
2022
Q2 | $119M | Sell |
1,394,633
-216,223
| -13% | -$19.5M | 0.66% | 27 |
|
|
2022
Q1 | $133M | Sell |
1,610,856
-294,954
| -15% | -$22.9M | 0.65% | 29 |
|
|
2021
Q4 | $117M | Sell |
1,905,810
-57,430
| -3% | -$3.59M | 0.54% | 32 |
|
|
2021
Q3 | $115M | Buy |
1,963,240
+27,938
| +1% | +$1.59M | 0.58% | 31 |
|
|
2021
Q2 | $122M | Buy |
1,935,302
+145,166
| +8% | +$8.67M | 0.61% | 29 |
|
|
2021
Q1 | $99.9M | Buy |
1,790,136
+211,565
| +13% | +$11.1M | 0.55% | 33 |
|
|
2020
Q4 | $65.1M | Buy |
1,578,571
+91,135
| +6% | +$3.42M | 0.39% | 50 |
|
|
2020
Q3 | $51.1M | Sell |
1,487,436
-77,444
| -5% | -$3.17M | 0.33% | 68 |
|
|
2020
Q2 | $70M | Buy |
1,564,880
+50,581
| +3% | +$2.27M | 0.51% | 38 |
|
|
2020
Q1 | $57.5M | Buy |
1,514,299
+6,336
| +0.4% | +$350K | 0.48% | 44 |
|
|
2019
Q4 | $105M | Sell |
1,507,963
-23,984
| -2% | -$1.66M | 0.68% | 19 |
|
|
2019
Q3 | $108M | Buy |
1,531,947
+3,575
| +0.2% | +$259K | 0.76% | 18 |
|
|
2019
Q2 | $117M | Buy |
1,528,372
+108,565
| +8% | +$8.4M | 0.77% | 16 |
|
|
2019
Q1 | $115M | Buy |
1,419,807
+38,918
| +3% | +$2.97M | 0.81% | 16 |
|
|
2018
Q4 | $94.2M | Buy |
1,380,889
+73,050
| +6% | +$5.73M | 0.75% | 19 |
|
|
2018
Q3 | $111M | Buy |
1,307,839
+36,220
| +3% | +$2.96M | 0.78% | 17 |
|
|
2018
Q2 | $105M | Buy |
1,271,619
+2,722
| +0.2% | +$217K | 0.78% | 15 |
|
|
2018
Q1 | $94.7M | Buy |
1,268,897
+74,571
| +6% | +$5.96M | 0.72% | 17 |
|
|
2017
Q4 | $100M | Buy |
1,194,326
+101,467
| +9% | +$8.39M | 0.79% | 13 |
|
|
2017
Q3 | $89.6M | Buy |
1,092,859
+38,297
| +4% | +$3.04M | 0.76% | 16 |
|
|
2017
Q2 | $85.1M | Buy |
1,054,562
+151,892
| +17% | +$12.4M | 0.76% | 16 |
|
|
2017
Q1 | $74M | Buy |
902,670
+20,601
| +2% | +$1.72M | 0.69% | 19 |
|
|
2016
Q4 | $79.6M | Buy |
882,069
+19,363
| +2% | +$1.69M | 0.77% | 17 |
|
|
2016
Q3 | $75.3M | Buy |
862,706
+28,640
| +3% | +$2.54M | 0.73% | 18 |
|
|
2016
Q2 | $78.4M | Sell |
834,066
-30,018
| -3% | -$2.65M | 0.8% | 17 |
|
|
2016
Q1 | $72.3M | Buy |
864,084
+37,722
| +5% | +$3.02M | 0.8% | 19 |
|
|
2015
Q4 | $64.4M | Buy |
826,362
+25,822
| +3% | +$2.06M | 0.74% | 22 |
|
|
2015
Q3 | $59.5M | Buy |
800,540
+11,487
| +1% | +$885K | 0.71% | 20 |
|
|
2015
Q2 | $65.6M | Buy |
789,053
+30,628
| +4% | +$2.63M | 0.76% | 19 |
|
|
2015
Q1 | $66.3M | Buy |
758,425
+105,297
| +16% | +$9.34M | 0.81% | 14 |
|
|
2014
Q4 | $60.4M | Buy |
653,128
+136,065
| +26% | +$12.7M | 0.9% | 15 |
|
|
2014
Q3 | $48.6M | Buy |
517,063
+40,776
| +9% | +$4.06M | 0.84% | 17 |
|
|
2014
Q2 | $48M | Sell |
476,287
-33,542
| -7% | -$3.38M | 0.89% | 17 |
|
|
2014
Q1 | $49.8M | Buy |
509,829
+402,957
| +377% | +$38.4M | 1.06% | 17 |
|
|
2013
Q4 | $10.8M | Sell |
106,872
-354,629
| -77% | -$32.8M | 0.37% | 76 |
|
|
2013
Q3 | $39.7M | Buy |
461,501
+52,339
| +13% | +$4.72M | 1.27% | 18 |
|
|
2013
Q2 | $37M | Buy |
+409,162
| New | +$36.8M | 0.98% | 25 |
|
Other funds holding XOM
VCM
VPM
United Capital Financial Advisors's XOM Position: Q1 2026 in Review
United Capital Financial Advisors increased its ExxonMobil (XOM) stake by 3.9% in Q1 2026, buying an estimated $1.61M and bringing the position to 297,404 shares worth $50.5M. The position accounts for 0.31% of the portfolio, ranked #62.
United Capital Financial Advisors first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. The position peaked at $133M in Q1 2022. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- United Capital Financial Advisors held 297,404 shares of ExxonMobil worth $50.5M as of Q1 2026.
- United Capital Financial Advisors bought 11,027 ExxonMobil shares in Q1 2026, an estimated $1.61M.
- ExxonMobil made up 0.31% of United Capital Financial Advisors's portfolio in Q1 2026, its #62 holding.
- United Capital Financial Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
- United Capital Financial Advisors's ExxonMobil position peaked at $133M in Q1 2022.
- 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.