Univest Financial’s ExxonMobil XOM Stock Holding History

Univest Financial’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	$5.49M	Sell	32,378 -3,565	-10%	-$520K	0.31%	65
2025 Q4	$4.33M	Sell	35,943 -258	-0.7%	-$29.9K	0.23%	76
2025 Q3	$4.08M	Sell	36,201 -258	-0.7%	-$28.7K	0.23%	76
2025 Q2	$3.93M	Buy	36,459 +1,168	+3%	+$125K	0.24%	77
2025 Q1	$4.2M	Buy	35,291 +2,962	+9%	+$328K	0.27%	70
2024 Q4	$3.48M	Sell	32,329 -889	-3%	-$104K	0.22%	82
2024 Q3	$3.89M	Buy	33,218 +22,551	+211%	+$2.6M	0.26%	74
2024 Q2	$1.23M	Sell	10,667 -46	-0.4%	-$5.36K	0.34%	50
2024 Q1	$1.25M	Buy	10,713 +430	+4%	+$45K	0.35%	48
2023 Q4	$1.03M	Sell	10,283 -436	-4%	-$45.8K	0.3%	53
2023 Q3	$1.26M	Buy	10,719 +1,523	+17%	+$167K	0.42%	45
2023 Q2	$986K	Hold	9,196	–	–	0.3%	50
2023 Q1	$1.01M	Hold	9,196	–	–	0.31%	48
2022 Q4	$1.01M	Hold	9,196	–	–	0.32%	54
2022 Q3	$803K	Hold	9,196	–	–	0.26%	60
2022 Q2	$788K	Sell	9,196 -263	-3%	-$23.7K	0.26%	52
2022 Q1	$781K	Sell	9,459 -12	-0.1%	-$933	0.22%	54
2021 Q4	$580K	Buy	9,471 +20	+0.2%	+$1.25K	0.15%	64
2021 Q3	$555K	Buy	9,451 +100	+1%	+$5.7K	0.16%	60
2021 Q2	$590K	Sell	9,351 -595	-6%	-$35.5K	0.16%	59
2021 Q1	$555K	Buy	9,946 +100	+1%	+$5.24K	0.16%	62
2020 Q4	$405K	Sell	9,846 -243	-2%	-$9.11K	0.12%	71
2020 Q3	$347K	Sell	10,089 -750	-7%	-$30.7K	0.11%	78
2020 Q2	$485K	Sell	10,839 -315	-3%	-$14.1K	0.16%	65
2020 Q1	$423K	Sell	11,154 -11,124	-50%	-$614K	0.17%	74
2019 Q4	$2.01M	Buy	22,278 +12,017	+117%	+$831K	0.85%	54
2019 Q3	$725K	Hold	10,261	–	–	0.23%	62
2019 Q2	$786K	Hold	10,261	–	–	0.25%	61
2019 Q1	$829K	Sell	10,261 -340	-3%	-$25.9K	0.27%	60
2018 Q4	$723K	Sell	10,601 -602	-5%	-$47.2K	0.27%	69
2018 Q3	$952K	Sell	11,203 -104	-0.9%	-$8.5K	0.29%	62
2018 Q2	$935K	Sell	11,307 -3,265	-22%	-$260K	0.37%	56
2018 Q1	$1.09M	Sell	14,572 -779	-5%	-$62.3K	0.47%	50
2017 Q4	$1.28M	Sell	15,351 -6,248	-29%	-$517K	0.52%	51
2017 Q3	$1.77M	Buy	21,599 +267	+1%	+$21.2K	0.75%	50
2017 Q2	$1.72M	Sell	21,332 -150	-0.7%	-$12.3K	0.72%	52
2017 Q1	$1.76M	Sell	21,482 -796	-4%	-$66.5K	0.77%	52
2016 Q4	$2.01M	Buy	22,278 +1,049	+5%	+$91.7K	0.85%	54
2016 Q3	$1.85M	Sell	21,229 -1,779	-8%	-$158K	0.84%	53
2016 Q2	$2.16M	Buy	23,008 +437	+2%	+$38.6K	0.98%	55
2016 Q1	$1.89M	Buy	22,571 +3,507	+18%	+$281K	0.86%	55
2015 Q4	$1.49M	Sell	19,064 -1,343	-7%	-$107K	0.68%	55
2015 Q3	$1.52M	Sell	20,407 -1,732	-8%	-$133K	0.74%	56
2015 Q2	$1.84M	Sell	22,139 -2,262	-9%	-$194K	0.85%	55
2015 Q1	$2.07M	Buy	24,401 +79	+0.3%	+$7K	0.93%	56
2014 Q4	$2.25M	Buy	24,322 +330	+1%	+$30.8K	0.99%	54
2014 Q3	$2.26M	Sell	23,992 -764	-3%	-$76.1K	1.06%	54
2014 Q2	$2.49M	Sell	24,756 -30	-0.1%	-$3.03K	1.17%	52
2014 Q1	$2.42M	Sell	24,786 -815	-3%	-$77.7K	1.21%	52
2013 Q4	$2.59M	Sell	25,601 -19,760	-44%	-$1.83M	1.28%	46
2013 Q3	$3.9M	Sell	45,361 -5,695	-11%	-$513K	2.08%	4
2013 Q2	$4.61M	Buy	+51,056	New	+$4.59M	2.53%	3

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

Univest Financial's XOM Position: Q1 2026 in Review

Univest Financial reduced its ExxonMobil (XOM) stake by 9.9% in Q1 2026, selling an estimated $520K and leaving 32,378 shares worth $5.49M. The position accounts for 0.31% of the portfolio, ranked #65.

Univest Financial first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Univest Financial held 32,378 shares of ExxonMobil worth $5.49M as of Q1 2026.
Univest Financial sold 3,565 ExxonMobil shares in Q1 2026, an estimated $520K.
ExxonMobil made up 0.31% of Univest Financial's portfolio in Q1 2026, its #65 holding.
Univest Financial first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.