SEC 13F Intelligence

United Capital Financial Advisors, LLC / EXMOC

United Capital Financial Advisors, LLC’s Exxon Mobil Corp Position

Does United Capital Financial Advisors, LLC own Exxon Mobil Corp (EXMOC)? Yes — 297.4K shares worth $50M (+0.31% of its 13F portfolio) as of Q1 2026, up from 286.4K shares the prior filed quarter.

Position Value
$50M
Q1 2026
Shares
297.4K
% of Portfolio
+0.31%
Quarters Held
30
currently held

Position History EXMOC

Reported value by quarter
Q4 ’18: $94MQ4 ’18Q1 ’19: $115MQ2 ’19: $117MQ3 ’19: $108MQ4 ’19: $105MQ4 ’19Q1 ’20: $57MQ2 ’20: $70MQ3 ’20: $51MQ4 ’20: $65MQ4 ’20Q1 ’21: $100MQ2 ’21: $122MQ3 ’21: $115MQ4 ’21: $117MQ4 ’21Q1 ’22: $133MQ2 ’22: $119MQ3 ’22: $112MQ4 ’22: $120MQ4 ’22Q1 ’23: $55MQ2 ’23: $54MQ3 ’23: $24MQ4 ’23: $23MQ4 ’23Q1 ’24: $25MQ2 ’24: $31MQ3 ’24: $32MQ4 ’24: $28MQ4 ’24Q1 ’25: $33MQ2 ’25: $30MQ3 ’25: $31MQ4 ’25: $34MQ4 ’25Q1 ’26: $50Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026297.4K$50M+0.31%
Q4 2025286.4K$34M+0.21%
Q3 2025276.9K$31M+0.22%
Q2 2025276.4K$30M+0.24%
Q1 2025275.1K$33M+0.28%
Q4 2024258.8K$28M+0.24%
Q3 2024273.3K$32M+0.26%
Q2 2024270.2K$31M+0.27%
Q1 2024218.5K$25M+0.21%
Q4 2023227.6K$23M+0.19%
Q3 2023204.7K$24M+0.16%
Q2 2023493.0K$54M+0.30%
Q1 2023502.3K$55M+0.30%
Q4 20221.09M$120M+0.67%
Q3 20221.29M$112M+0.66%
Q2 20221.39M$119M+0.66%
Q1 20221.61M$133M+0.65%
Q4 20211.91M$117M+0.54%
Q3 20211.96M$115M+0.58%
Q2 20211.94M$122M+0.61%
Q1 20211.79M$100M+0.55%
Q4 20201.58M$65M+0.39%
Q3 20201.49M$51M+0.33%
Q2 20201.56M$70M+0.51%
Q1 20201.51M$57M+0.48%
Q4 20191.51M$105M+0.68%
Q3 20191.53M$108M+0.76%
Q2 20191.53M$117M+0.77%
Q1 20191.42M$115M+0.81%
Q4 20181.38M$94M+0.75%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See United Capital Financial Advisors, LLC’s full portfolio or all institutional holders of EXMOC.