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OneAscent Investment Solutions’s ExxonMobil XOM Stock Holding History

OneAscent Investment Solutions’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 		$302K Buy
1,778
+33
+2% +$4.82K 0.3% 96
2025
Q4 		$210K Buy
+1,745
New +$202K 0.22% 117
2025
Q3 		– Sell
-3,200
Closed -$345K – 140
2025
Q2 		$345K Buy
3,200
+1,491
+87% +$159K 0.37% 77
2025
Q1 		$203K Buy
+1,709
New +$189K 0.24% 109

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

OneAscent Investment Solutions's XOM Position: Q1 2026 in Review

OneAscent Investment Solutions increased its ExxonMobil (XOM) stake by 1.9% in Q1 2026, buying an estimated $4.82K and bringing the position to 1,778 shares worth $302K. The position accounts for 0.3% of the portfolio, ranked #96.

OneAscent Investment Solutions first reported a position in XOM in Q1 2025 and has held it in 4 quarters since. The position peaked at $345K in Q2 2025. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • OneAscent Investment Solutions held 1,778 shares of ExxonMobil worth $302K as of Q1 2026.
  • OneAscent Investment Solutions bought 33 ExxonMobil shares in Q1 2026, an estimated $4.82K.
  • ExxonMobil made up 0.3% of OneAscent Investment Solutions's portfolio in Q1 2026, its #96 holding.
  • OneAscent Investment Solutions first reported a position in ExxonMobil in Q1 2025 and has held it in 4 quarters since.
  • OneAscent Investment Solutions's ExxonMobil position peaked at $345K in Q2 2025.
  • 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on OneAscent Investment Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.