United Asset Strategies, Inc.

Position in XOM — ExxonMobil Holdings Corp

CIK 1539948 GARDEN CITY, NY

Back to XOM Full portfolio

Position in XOM

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$4,790,532

-$4,598,282 QoQ

Shares Held

35,039

-36.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,182

of 3,861 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 78% Shared 0% None 22%

Common Shares in XOM Over Time

Shares Held

Position Value (USD)

Derivatives in XOM

reported options exposure · as of Jun 30, 2020

CallValue

$58,136

CallShares

1,300

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Oil & Gas Integrated

Energy · as of Jun 30, 2026

United Asset Strategies, Inc. holds $6,077,330 across 3 Oil & Gas Integrated names. XOM ranks #1 (78.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	35,039	$4,790,532
2	CVX	Chevron Corp	6,247	$1,035,502
3	BP	Bp PLC	6,801	$251,296

All Filings in XOM

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28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,790,532	35,039	-36.7%	Shares	Sole	2026-07-13
2026-03-31	$9,388,814	55,339	-0.3%	Shares	Sole	2026-04-29
2025-12-31	$6,676,463	55,480	+2.3%	Shares	Sole	2026-01-28
2025-09-30	$6,111,952	54,208	+1.0%	Shares	Sole	2025-10-23
2025-06-30	$5,785,626	53,670	-12.4%	Shares	Sole	2025-08-08
2025-03-31	$7,287,673	61,277	+2.2%	Shares	Sole	2025-05-14
2024-12-31	$6,450,327	59,964	+0.0%	Shares	Sole	2025-01-22
2024-09-30	$7,026,752	59,945	+2.0%	Shares	Sole	2024-10-28
2024-06-30	$6,763,184	58,749	+0.6%	Shares	Sole	2024-08-01
2024-03-31	$6,790,973	58,422	+4.1%	Shares	Sole	2024-04-23
2023-12-31	$5,613,177	56,143	+36.4%	Shares	Sole	2024-01-30
2023-09-30	$4,841,003	41,172	+70.7%	Shares	Sole	2023-11-07
2023-06-30	$2,587,299	24,124	-26.0%	Shares	Sole	2023-07-25
2023-03-31	$3,577,109	32,620	+42.4%	Shares	Sole	2023-07-25
2022-12-31	$2,526,311	22,904	+6.0%	Shares	Sole	2023-01-26
2022-09-30	$1,887,031	21,613	+62.3%	Shares	Sole	2022-10-24
2022-06-30	$1,140,467	13,317	+59.7%	Shares	Sole	2022-08-15
2022-03-31	$688,718	8,339	-4.6%	Shares	Sole	2022-04-29
2021-12-31	$534,984	8,743	-7.9%	Shares	Sole	2022-01-31
2021-09-30	$558,260	9,491	-3.3%	Shares	Sole	2021-10-21
2021-06-30	$619,067	9,814	-9.1%	Shares	Sole	2021-07-19
2021-03-31	$602,796	10,797	+5.6%	Shares	Sole	2021-04-27
2020-12-31	$421,474	10,225	-25.2%	Shares	Sole	2021-02-05
2020-09-30	$469,565	13,678	-77.0%	Shares	Sole	2020-11-03
2020-06-30	$2,659,856	59,478	+102.6%	Shares	Sole	2020-08-03
2020-06-30	$58,136	1,300	0.0%	Call	Sole	2020-08-03
2020-03-31	$49,361	1,300	—	Call	Sole	2020-05-08
2020-03-31	$1,114,951	29,364	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.