OneAscent Financial Services LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1780985 BIRMINGHAM, AL

Position in XOM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,818,756

-$976,029 QoQ

Shares Held

20,617

-7.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#1,521

of 3,866 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

OneAscent Financial Services LLC holds $4,981,605 across 5 Oil & Gas Integrated names. XOM ranks #1 (56.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	20,617	$2,818,756
2	CVX	Chevron Corp	7,150	$1,185,184
3	SHEL	Shell plc	4,930	$382,272
4	TTE	TotalEnergies SE	3,987	$310,029
5	BP	Bp PLC	7,723	$285,364

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,818,756	20,617	-7.8%	Shares	Sole	2026-08-11
2026-03-31	$3,794,785	22,367	+50.8%	Shares	Sole	2026-04-21
2025-12-31	$1,785,123	14,834	+66.8%	Shares	Sole	2026-02-11
2025-09-30	$1,002,685	8,893	-52.6%	Shares	Sole	2025-10-22
2025-06-30	$2,024,268	18,778	+10.5%	Shares	Sole	2025-08-12
2025-03-31	$2,020,144	16,986	+16.8%	Shares	Sole	2025-05-05
2024-12-31	$1,563,745	14,537	+22.2%	Shares	Sole	2025-02-12
2024-09-30	$1,394,683	11,898	+1.0%	Shares	Sole	2024-11-07
2024-06-30	$1,356,804	11,786	-1.1%	Shares	Sole	2024-07-17
2024-03-31	$1,385,348	11,918	+3.0%	Shares	Sole	2024-04-16
2023-12-31	$1,157,168	11,574	+51.8%	Shares	Sole	2024-01-11
2023-09-30	$896,312	7,623	+44.0%	Shares	Sole	2023-10-13
2023-06-30	$567,567	5,292	+187.0%	Shares	Sole	2023-07-10
2023-03-31	$202,213	1,844	-82.0%	Shares	Sole	2023-04-17
2020-09-30	$351,779	10,247	-3.1%	Shares	Sole	2020-11-02
2020-06-30	$472,958	10,576	+25.7%	Shares	Sole	2020-07-21
2020-03-31	$319,555	8,416	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.