Question 1

How many shares of XOM does UNITED CAPITAL FINANCIAL ADVISORS, LLC own?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 297,404 shares of XOM (EXXON MOBIL CORP).

Question 2

What is UNITED CAPITAL FINANCIAL ADVISORS, LLC's XOM position worth?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC's XOM position is worth $50.5M.

Question 3

Is UNITED CAPITAL FINANCIAL ADVISORS, LLC buying or selling XOM?

Accepted Answer

In 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC increased their XOM position (+3.9% change in shares).

Question 4

When did UNITED CAPITAL FINANCIAL ADVISORS, LLC first buy XOM?

Accepted Answer

Based on available 13F filings, UNITED CAPITAL FINANCIAL ADVISORS, LLC first reported a position in XOM in 2019-Q1. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	297,404	+3.9%	$50.5M	0.3%	$151.83	36
2025-Q4	Increased	286,377	+3.4%	$34.5M	0.2%	$120.19	36
2025-Q3	Increased	276,913	+0.2%	$31.2M	0.2%	$112.48	34
2025-Q2	Increased	276,396	+0.5%	$29.8M	0.2%	$106.72	34
2025-Q1	Increased	275,129	+6.3%	$32.7M	0.3%	$113.82	37
2024-Q4	Decreased	258,804	-5.3%	$27.8M	0.2%	$101.34	0
2024-Q3	Increased	273,285	+1.1%	$32M	0.3%	$110.08	35
2024-Q2	Increased	270,206	+23.7%	$31.1M	0.3%	$108.54	42
2024-Q1	Decreased	218,461	-4.0%	$25.4M	0.2%	$108.71	0
2023-Q4	Increased	227,593	+11.2%	$22.8M	0.2%	$92.64	38
2023-Q3	Decreased	204,686	-43.3%	$24.1M	0.2%	$107.96	0
2023-Q2	Decreased	361,094	-26.8%	$38.7M	0.2%	$97.18	0
2023-Q1	Decreased	493,031	-54.8%	$54.1M	0.3%	$98.86	0
2022-Q4	Decreased	1.1M	-15.4%	$120.3M	0.7%	$98.83	0
2022-Q3	Decreased	1.3M	-7.6%	$112.5M	0.7%	$78.82	0
2022-Q2	Decreased	1.4M	-13.4%	$119.4M	0.7%	$77.57	0
2022-Q1	Decreased	1.6M	-15.5%	$133M	0.6%	$73.00	0
2021-Q4	Decreased	1.9M	-2.9%	$116.6M	0.5%	$52.39	0
2021-Q3	Increased	2M	+1.4%	$115.5M	0.6%	$50.92	43
2021-Q2	Increased	1.9M	+8.1%	$122.1M	0.6%	$52.46	46
2021-Q1	Increased	1.8M	+13.4%	$99.9M	0.6%	$46.81	48
2020-Q4	Increased	1.6M	+6.1%	$65.1M	0.4%	$33.77	38
2020-Q3	Decreased	1.5M	-5.0%	$51.1M	0.3%	$27.18	0
2020-Q2	Increased	1.6M	+3.3%	$70M	0.5%	$34.46	43
2020-Q1	Increased	1.5M	+0.4%	$57.5M	0.5%	$28.60	35
2019-Q4	Decreased	1.5M	-1.6%	$105.2M	0.7%	$52.24	0
2019-Q3	Increased	1.5M	+0.2%	$108.2M	0.8%	$53.10	42
2019-Q2	Increased	1.5M	+7.7%	$117.1M	0.8%	$56.23	46
2019-Q1	New	1.4M	-	$114.7M	0.8%	$58.62	59

XOM29 quarters

XOM
29 quarters