OneAscent Investment Solutions LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 1974438
BIRMINGHAM, AL
Position in XOM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$365,042
+$63,387 QoQ
Shares Held
2,670
+50.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#3,302
of 3,870 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026OneAscent Investment Solutions LLC holds $1,100,152 across 3 Oil & Gas Integrated names. XOM ranks #2 (33.2% of the industry book) .
All Filings in XOM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,042 | 2,670 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $301,655 | 1,778 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $209,993 | 1,745 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $344,960 | 3,200 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $203,251 | 1,709 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||