OneAscent Family Office’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$738K Buy
6,848
+649
+10% +$69.9K 0.7% 36
2025
Q1
$737K Buy
6,199
+219
+4% +$26K 0.69% 44
2024
Q4
$643K Buy
+5,980
New +$643K 1.17% 14