OneAscent Family Office’s ExxonMobil XOM Stock Holding History

OneAscent Family Office’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.48M	Buy	8,730 +695	+9%	+$101K	1.03%	23
2025 Q4	$967K	Buy	8,035 +908	+13%	+$105K	0.66%	35
2025 Q3	$804K	Buy	7,127 +279	+4%	+$31K	0.65%	38
2025 Q2	$738K	Buy	6,848 +649	+10%	+$69.4K	0.7%	36
2025 Q1	$737K	Buy	6,199 +219	+4%	+$24.2K	0.69%	44
2024 Q4	$643K	Buy	+5,980	New	+$700K	1.17%	14

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

OneAscent Family Office's XOM Position: Q1 2026 in Review

OneAscent Family Office increased its ExxonMobil (XOM) stake by 8.6% in Q1 2026, buying an estimated $101K and bringing the position to 8,730 shares worth $1.48M. The position accounts for 1.03% of the portfolio, ranked #23.

OneAscent Family Office first reported a position in XOM in Q4 2024 and has held it in 6 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

OneAscent Family Office held 8,730 shares of ExxonMobil worth $1.48M as of Q1 2026.
OneAscent Family Office bought 695 ExxonMobil shares in Q1 2026, an estimated $101K.
ExxonMobil made up 1.03% of OneAscent Family Office's portfolio in Q1 2026, its #23 holding.
OneAscent Family Office first reported a position in ExxonMobil in Q4 2024 and has held it in 6 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.