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OneAscent Wealth Management’s ExxonMobil XOM Stock Holding History

OneAscent Wealth Management’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 		$1.21M Sell
7,147
-6
-0.1% -$876 0.4% 32
2025
Q4 		$861K Sell
7,153
-211
-3% -$24.5K 0.29% 41
2025
Q3 		$830K Sell
7,364
-293
-4% -$32.6K 0.28% 47
2025
Q2 		$825K Buy
7,657
+4,123
+117% +$441K 0.3% 41
2025
Q1 		$420K Sell
3,534
-3,006
-46% -$332K 0.18% 62
2024
Q4 		$703K Buy
6,540
+904
+16% +$106K 0.29% 41
2024
Q3 		$661K Buy
5,636
+29
+0.5% +$3.35K 0.25% 47
2024
Q2 		$645K Sell
5,607
-380
-6% -$44.3K 0.34% 26
2024
Q1 		$696K Buy
5,987
+1,074
+22% +$112K 0.27% 47
2023
Q4 		$491K Buy
4,913
+651
+15% +$68.4K 0.2% 60
2023
Q3 		$501K Sell
4,262
-524
-11% -$57.5K 0.22% 60
2023
Q2 		$513K Sell
4,786
-320
-6% -$34.9K 0.24% 36
2023
Q1 		$560K Sell
5,106
-1,383
-21% -$153K 0.22% 54
2022
Q4 		$716K Sell
6,489
-260
-4% -$27.9K 0.34% 28
2022
Q3 		$589K Buy
6,749
+97
+1% +$8.86K 0.31% 31
2022
Q2 		$570K Sell
6,652
-76
-1% -$6.86K 0.29% 36
2022
Q1 		$556K Buy
6,728
+1,326
+25% +$103K 0.28% 64
2021
Q4 		$331K Buy
5,402
+867
+19% +$54.2K 0.83% 50
2021
Q3 		$267K Buy
+4,535
New +$258K 0.3% 76
2021
Q1 		$350K Sell
6,275
-3,729
-37% -$196K 0.15% 152
2020
Q4 		$412K Buy
+10,004
New +$375K 0.19% 123

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 Wealth Management's XOM Position: Q1 2026 in Review

OneAscent Wealth Management reduced its ExxonMobil (XOM) stake by 0.08% in Q1 2026, selling an estimated $876 and leaving 7,147 shares worth $1.21M. The position accounts for 0.4% of the portfolio, ranked #32.

OneAscent Wealth Management first reported a position in XOM in Q4 2020 and has held it in 21 quarters since. 4,769 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • OneAscent Wealth Management held 7,147 shares of ExxonMobil worth $1.21M as of Q1 2026.
  • OneAscent Wealth Management sold 6 ExxonMobil shares in Q1 2026, an estimated $876.
  • ExxonMobil made up 0.4% of OneAscent Wealth Management's portfolio in Q1 2026, its #32 holding.
  • OneAscent Wealth Management first reported a position in ExxonMobil in Q4 2020 and has held it in 21 quarters since.
  • 4,769 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

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