United Capital Management of KS’s ExxonMobil XOM Stock Holding History

United Capital Management of KS’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	$642K	Buy	4,698 +1,157	+33%	+$173K	0.08%	75
2026 Q1	$601K	Sell	3,541 -6,765	-66%	-$987K	0.09%	77
2025 Q4	$1.24M	Buy	+10,306	New	+$1.2M	0.17%	66
2024 Q4	–	Sell	-1,995	Closed	-$234K	–	96
2024 Q3	$234K	Hold	1,995	–	–	0.05%	78
2024 Q2	$230K	Sell	1,995 -100	-5%	-$11.6K	0.05%	73
2024 Q1	$244K	Buy	2,095 +45	+2%	+$4.71K	0.06%	77
2023 Q4	$205K	Sell	2,050 -150	-7%	-$15.8K	0.06%	75
2023 Q3	$259K	Sell	2,200 -150	-6%	-$16.5K	0.09%	70
2023 Q2	$252K	Sell	2,350 -65	-3%	-$7.09K	0.08%	75
2023 Q1	$265K	Buy	+2,415	New	+$267K	0.1%	74
2020 Q1	–	Sell	-7,895	Closed	-$551K	–	118
2019 Q4	$551K	Sell	7,895 -3,701	-32%	-$256K	0.35%	77
2019 Q3	$789K	Sell	11,596 -435	-4%	-$31.5K	0.58%	58
2019 Q2	$921K	Sell	12,031 -8	-0.1%	-$619	0.7%	49
2019 Q1	$984K	Sell	12,039 -1,211	-9%	-$92.3K	0.77%	48
2018 Q4	$903K	Sell	13,250 -801	-6%	-$62.8K	0.84%	42
2018 Q3	$1.19M	Buy	+14,051	New	+$1.15M	0.96%	35

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

United Capital Management of KS's XOM Position: Q2 2026 in Review

United Capital Management of KS increased its ExxonMobil (XOM) stake by 33% in Q2 2026, buying an estimated $173K and bringing the position to 4,698 shares worth $642K. The position accounts for 0.08% of the portfolio, ranked #75.

United Capital Management of KS first reported a position in XOM in Q3 2018 and has held it in 16 quarters since. The position peaked at $1.24M in Q4 2025. 2,975 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

United Capital Management of KS held 4,698 shares of ExxonMobil worth $642K as of Q2 2026.
United Capital Management of KS bought 1,157 ExxonMobil shares in Q2 2026, an estimated $173K.
ExxonMobil made up 0.08% of United Capital Management of KS's portfolio in Q2 2026, its #75 holding.
United Capital Management of KS first reported a position in ExxonMobil in Q3 2018 and has held it in 16 quarters since.
United Capital Management of KS's ExxonMobil position peaked at $1.24M in Q4 2025.
2,975 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on United Capital Management of KS's 13F filing for Q2 2026, filed 5 Aug 2026.