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OneAscent Financial Services’s ExxonMobil XOM Stock Holding History

OneAscent Financial Services’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
Q2 		$2.82M Sell
20,617
-1,750
-8% -$262K 0.13% 109
2026
Q1 		$3.79M Buy
22,367
+7,533
+51% +$1.1M 0.21% 78
2025
Q4 		$1.79M Sell
14,834
-6,244
-30% -$724K 0.16% 95
2025
Q3 		$2.38M Buy
21,078
+2,300
+12% +$256K 0.16% 100
2025
Q2 		$2.04M Buy
18,778
+1,792
+11% +$192K 0.15% 101
2025
Q1 		$2.02M Buy
16,986
+2,449
+17% +$271K 0.13% 109
2024
Q4 		$1.56M Buy
14,537
+2,639
+22% +$309K 0.13% 104
2024
Q3 		$1.4M Buy
11,898
+112
+1% +$12.9K 1% 19
2024
Q2 		$1.36M Sell
11,786
-132
-1% -$15.4K 0.19% 66
2024
Q1 		$1.39M Buy
11,918
+344
+3% +$36K 0.15% 95
2023
Q4 		$1.16M Buy
11,574
+3,951
+52% +$415K 0.14% 99
2023
Q3 		$896K Buy
7,623
+2,331
+44% +$256K 0.23% 79
2023
Q2 		$568K Buy
5,292
+3,448
+187% +$376K 0.25% 47
2023
Q1 		$202K Buy
+1,844
New +$204K 0.08% 169
2020
Q4 		– Sell
-10,247
Closed -$352K – 194
2020
Q3 		$352K Sell
10,247
-329
-3% -$13.4K 0.18% 116
2020
Q2 		$473K Buy
10,576
+2,160
+26% +$96.9K 0.32% 60
2020
Q1 		$320K Sell
8,416
-9
-0.1% -$497 0.24% 73
2019
Q4 		$588K Buy
8,425
+2,800
+50% +$194K 0.33% 47
2019
Q3 		$402K Sell
5,625
-2,558
-31% -$185K 1.79% 11
2019
Q2 		$627K Buy
+8,183
New +$633K 0.43% 33

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

OneAscent Financial Services's XOM Position: Q2 2026 in Review

OneAscent Financial Services reduced its ExxonMobil (XOM) stake by 7.8% in Q2 2026, selling an estimated $262K and leaving 20,617 shares worth $2.82M. The position accounts for 0.13% of the portfolio, ranked #109.

OneAscent Financial Services first reported a position in XOM in Q2 2019 and has held it in 20 quarters since. The position peaked at $3.79M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • OneAscent Financial Services held 20,617 shares of ExxonMobil worth $2.82M as of Q2 2026.
  • OneAscent Financial Services sold 1,750 ExxonMobil shares in Q2 2026, an estimated $262K.
  • ExxonMobil made up 0.13% of OneAscent Financial Services's portfolio in Q2 2026, its #109 holding.
  • OneAscent Financial Services first reported a position in ExxonMobil in Q2 2019 and has held it in 20 quarters since.
  • OneAscent Financial Services's ExxonMobil position peaked at $3.79M in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.