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 Q2	$365K	Buy	2,670 +892	+50%	+$134K	0.35%	71
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

OneAscent Investment Solutions's XOM Position: Q2 2026 in Review

OneAscent Investment Solutions increased its ExxonMobil (XOM) stake by 50% in Q2 2026, buying an estimated $134K and bringing the position to 2,670 shares worth $365K. The position accounts for 0.35% of the portfolio, ranked #71.

OneAscent Investment Solutions first reported a position in XOM in Q1 2025 and has held it in 5 quarters since. 4,274 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

OneAscent Investment Solutions held 2,670 shares of ExxonMobil worth $365K as of Q2 2026.
OneAscent Investment Solutions bought 892 ExxonMobil shares in Q2 2026, an estimated $134K.
ExxonMobil made up 0.35% of OneAscent Investment Solutions's portfolio in Q2 2026, its #71 holding.
OneAscent Investment Solutions first reported a position in ExxonMobil in Q1 2025 and has held it in 5 quarters since.
4,274 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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