Question 1

Does United Capital Financial Advisors own XOM stock?

Accepted Answer

Yes. As of its Q2 2026 13F, United Capital Financial Advisors holds 300,236 shares of XOM (Exxon Mobil), worth $41M.

Question 2

How many shares of XOM does United Capital Financial Advisors own?

Accepted Answer

As of its Q2 2026 13F, United Capital Financial Advisors holds 300,236 shares of XOM (Exxon Mobil).

Question 3

What is United Capital Financial Advisors' XOM position worth?

Accepted Answer

As of its Q2 2026 13F, United Capital Financial Advisors' XOM position is worth $41M.

Question 4

Is United Capital Financial Advisors buying or selling XOM?

Accepted Answer

In Q2 2026, United Capital Financial Advisors increased its XOM position by 2,832 shares (+1.0%).

Question 5

When did United Capital Financial Advisors first buy XOM?

Accepted Answer

United Capital Financial Advisors already held XOM in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	300,236	+0.9%	$41M	0.2%	$135.84	35
2026-Q1	Increased	297,404	+3.9%	$50.5M	0.3%	$167.43	36
2025-Q4	Increased	286,377	+3.4%	$34.5M	0.2%	$117.97	36
2025-Q3	Increased	276,913	+0.2%	$31.2M	0.2%	$109.57	34
2025-Q2	Increased	276,396	+0.5%	$29.8M	0.2%	$103.80	34
2025-Q1	Increased	275,129	+6.3%	$32.7M	0.3%	$113.47	37
2024-Q4	Decreased	258,804	-5.3%	$27.8M	0.2%	$101.72	0
2024-Q3	Increased	273,285	+1.1%	$32M	0.3%	$109.94	35
2024-Q2	Increased	270,206	+23.7%	$31.1M	0.3%	$107.11	42
2024-Q1	Decreased	218,461	-4.0%	$25.4M	0.2%	$107.28	0
2023-Q4	Increased	227,593	+11.2%	$22.8M	0.2%	$91.43	38
2023-Q3	Decreased	204,686	-43.3%	$24.1M	0.2%	$106.55	0
2023-Q2	Decreased	361,094	-26.8%	$38.7M	0.2%	$96.39	0
2023-Q1	Decreased	493,031	-54.8%	$54.1M	0.3%	$97.71	0
2022-Q4	Decreased	1.1M	-15.4%	$120.3M	0.7%	$97.53	0
2022-Q3	Decreased	1.3M	-7.6%	$112.5M	0.7%	$76.59	0
2022-Q2	Decreased	1.4M	-13.4%	$119.4M	0.7%	$74.40	0
2022-Q1	Decreased	1.6M	-15.5%	$133M	0.6%	$71.02	0
2021-Q4	Decreased	1.9M	-2.9%	$116.6M	0.5%	$52.04	0
2021-Q3	Increased	2M	+1.4%	$115.5M	0.6%	$49.36	43
2021-Q2	Increased	1.9M	+8.1%	$122.1M	0.6%	$52.15	46
2021-Q1	Increased	1.8M	+13.4%	$99.9M	0.6%	$45.49	48
2020-Q4	Increased	1.6M	+6.1%	$65.1M	0.4%	$33.03	38
2020-Q3	Decreased	1.5M	-5.0%	$51.1M	0.3%	$26.86	0
2020-Q2	Increased	1.6M	+3.3%	$70M	0.5%	$34.31	43
2020-Q1	Increased	1.5M	+0.4%	$57.5M	0.5%	$28.58	35
2019-Q4	Decreased	1.5M	-1.6%	$105.2M	0.7%	$51.78	0
2019-Q3	Increased	1.5M	+0.2%	$108.2M	0.8%	$51.77	42
2019-Q2	Increased	1.5M	+7.7%	$117.1M	0.8%	$55.49	46
2019-Q1	First report	1.4M	-	$114.7M	0.8%	$57.85	0

XOM30 quarters

XOM
30 quarters