UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 1463217
IRVING, TX
Position in XOM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$41,048,265
-$9,409,297 QoQ
Shares Held
300,236
+1.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#345
of 3,872 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $91,498,838 across 12 Oil & Gas Integrated names. XOM ranks #2 (44.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
247,769 | $41,070,189 | |
| 2 | XOM |
ExxonMobil Holdings Corp
This page
|
300,236 | $41,048,265 | |
| 3 | SHEL |
Shell plc
|
41,997 | $3,256,447 | |
| 4 | BP |
Bp PLC
|
37,927 | $1,401,402 | |
| 5 | TTE |
TotalEnergies SE
|
17,999 | $1,399,602 | |
| 6 | EQNR |
Equinor ASA
|
24,861 | $780,635 | |
| 7 | CVE |
Cenovus Energy Inc.
|
28,804 | $714,627 | |
| 8 | E |
Eni Spa
|
12,109 | $567,427 |
All Filings in XOM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,048,265 | 300,236 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $50,457,562 | 297,404 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $34,462,608 | 286,377 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $31,221,940 | 276,913 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $29,795,488 | 276,396 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $32,721,091 | 275,129 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $27,839,546 | 258,804 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $32,034,467 | 273,285 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $31,106,114 | 270,206 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $25,393,906 | 218,461 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $22,754,748 | 227,593 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $24,066,979 | 204,686 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $38,727,331 | 361,094 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $54,065,779 | 493,031 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $120,269,244 | 1,090,383 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $112,488,719 | 1,288,383 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $119,436,370 | 1,394,633 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $133,040,597 | 1,610,856 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $116,616,513 | 1,905,810 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $115,477,776 | 1,963,240 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $122,078,850 | 1,935,302 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $99,943,292 | 1,790,136 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $65,068,696 | 1,578,571 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $51,063,677 | 1,487,436 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $69,981,433 | 1,564,880 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $57,497,933 | 1,514,299 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||