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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
Q2 		$778K Sell
5,690
-1,457
-20% -$218K 0.23% 48
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 $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 Wealth Management's XOM Position: Q2 2026 in Review

OneAscent Wealth Management reduced its ExxonMobil (XOM) stake by 20% in Q2 2026, selling an estimated $218K and leaving 5,690 shares worth $778K. The position accounts for 0.23% of the portfolio, ranked #48.

OneAscent Wealth Management first reported a position in XOM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.21M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • OneAscent Wealth Management held 5,690 shares of ExxonMobil worth $778K as of Q2 2026.
  • OneAscent Wealth Management sold 1,457 ExxonMobil shares in Q2 2026, an estimated $218K.
  • ExxonMobil made up 0.23% of OneAscent Wealth Management's portfolio in Q2 2026, its #48 holding.
  • OneAscent Wealth Management first reported a position in ExxonMobil in Q4 2020 and has held it in 22 quarters since.
  • OneAscent Wealth Management's ExxonMobil position peaked at $1.21M in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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