Back to XOM
Ascentis Wealth Management, LLC → XOM
Ascentis Wealth Management, LLC XOM Position History
ExxonMobil Holdings Corporation • Energy
Quarters held
353
Latest value
$703K
Q2 2026
Peak value
$2.7M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $322K |
| Q1 2026 | $440K |
| Q1 2026 | $2.7M |
| Q1 2026 | $115K |
| Q1 2026 | $2.3M |
| Q1 2026 | $752K |
| Q1 2026 | $1.6M |
| Q1 2026 | $665K |
| Q1 2026 | $854K |
| Q1 2026 | $44K |
| Q2 2026 | $703K |
| Q2 2026 | $17K |
| Q2 2026 | $1.6M |
| Q2 2026 | $118K |
| Q2 2026 | $450K |
| Q2 2026 | $4K |
| Q2 2026 | $2K |
| Q2 2026 | $6K |
| Q2 2026 | $6K |
| Q2 2026 | $57K |
| Q2 2026 | $5K |
| Q2 2026 | $17K |
| Q2 2026 | $820 |
| Q2 2026 | $6K |
| Q2 2026 | $7K |
| Q2 2026 | $3K |
| Q2 2026 | $8K |
| Q2 2026 | $3K |
| Q2 2026 | $10K |
| Q2 2026 | $18K |
| Q2 2026 | $10K |
| Q2 2026 | $8K |
| Q2 2026 | $1K |
| Q2 2026 | $558 |
| Q2 2026 | $42K |
| Q2 2026 | $10K |
| Q2 2026 | $2K |
| Q2 2026 | $77K |
| Q2 2026 | $3K |
| Q2 2026 | $11K |
| Q2 2026 | $84K |
| Q2 2026 | $2K |
| Q2 2026 | $441 |
| Q2 2026 | $16K |
| Q2 2026 | $13K |
| Q2 2026 | $5K |
| Q2 2026 | $14K |
| Q2 2026 | $841 |
| Q2 2026 | $9K |
| Q2 2026 | $18K |
| Q2 2026 | $16K |
| Q2 2026 | $2K |
| Q2 2026 | $5K |
| Q2 2026 | $8K |
| Q2 2026 | $10K |
| Q2 2026 | $11K |
| Q2 2026 | $36K |
| Q2 2026 | $7K |
| Q2 2026 | $8K |
| Q2 2026 | $1K |
| Q2 2026 | $18K |
| Q2 2026 | $3K |
| Q2 2026 | $61K |
| Q2 2026 | $6K |
| Q2 2026 | $4K |
| Q2 2026 | $9K |
| Q2 2026 | $6K |
| Q2 2026 | $18K |
| Q2 2026 | $3K |
| Q2 2026 | $120K |
| Q2 2026 | $683 |
| Q2 2026 | $3K |
| Q2 2026 | $12K |
| Q2 2026 | $25K |
| Q2 2026 | $6K |
| Q2 2026 | $5K |
| Q2 2026 | $27K |
| Q2 2026 | $26K |
| Q2 2026 | $3K |
| Q2 2026 | $23K |
| Q2 2026 | $27K |
| Q2 2026 | $52K |
| Q2 2026 | $820 |
| Q2 2026 | $35K |
| Q2 2026 | $8K |
| Q2 2026 | $3K |
| Q2 2026 | $7K |
| Q2 2026 | $16K |
| Q2 2026 | $3K |
| Q2 2026 | $12K |
| Q2 2026 | $20K |
| Q2 2026 | $24K |
| Q2 2026 | $2K |
| Q2 2026 | $14K |
| Q2 2026 | $22K |
| Q2 2026 | $19K |
| Q2 2026 | $7K |
| Q2 2026 | $7K |
| Q2 2026 | $3K |
| Q2 2026 | $22K |
| Q2 2026 | $3K |
| Q2 2026 | $6K |
| Q2 2026 | $12K |
| Q2 2026 | $5K |
| Q2 2026 | $137K |
| Q2 2026 | $3K |
| Q2 2026 | $10K |
| Q2 2026 | $7K |
| Q2 2026 | $60K |
| Q2 2026 | $196K |
| Q2 2026 | $26K |
| Q2 2026 | $8K |
| Q2 2026 | $24K |
| Q2 2026 | $5K |
| Q2 2026 | $2K |
| Q2 2026 | $24K |
| Q2 2026 | $4K |
| Q2 2026 | $1K |
| Q2 2026 | $4K |
| Q2 2026 | $5K |
| Q2 2026 | $9K |
| Q2 2026 | $9K |
| Q2 2026 | $10K |
| Q2 2026 | $2K |
| Q2 2026 | $7K |
| Q2 2026 | $410 |
| Q2 2026 | $2K |
| Q2 2026 | $2K |
| Q2 2026 | $2K |
| Q2 2026 | $820 |
| Q2 2026 | $5K |
| Q2 2026 | $1K |
| Q2 2026 | $21K |
| Q2 2026 | $14K |
| Q2 2026 | $25K |
| Q2 2026 | $15K |
| Q2 2026 | $11K |
| Q2 2026 | $683 |
| Q2 2026 | $16K |
| Q2 2026 | $10K |
| Q2 2026 | $3K |
| Q2 2026 | $18K |
| Q2 2026 | $7K |
| Q2 2026 | $5K |
| Q2 2026 | $97K |
| Q2 2026 | $5K |
| Q2 2026 | $35K |
| Q2 2026 | $10K |
| Q2 2026 | $1K |
| Q2 2026 | $24K |
| Q2 2026 | $52K |
| Q2 2026 | $4K |
| Q2 2026 | $2K |
| Q2 2026 | $2K |
| Q2 2026 | $4K |
| Q2 2026 | $5K |
| Q2 2026 | $6K |
| Q2 2026 | $9K |
| Q2 2026 | $7K |
| Q2 2026 | $14K |
| Q2 2026 | $3K |
| Q2 2026 | $8K |
| Q2 2026 | $6K |
| Q2 2026 | $410 |
| Q2 2026 | $21K |
| Q2 2026 | $5K |
| Q2 2026 | $3K |
| Q2 2026 | $11K |
| Q2 2026 | $2K |
| Q2 2026 | $26K |
| Q2 2026 | $1K |
| Q2 2026 | $17K |
| Q2 2026 | $546 |
| Q2 2026 | $144K |
| Q2 2026 | $43K |
| Q2 2026 | $25K |
| Q2 2026 | $65 |
| Q2 2026 | $17K |
| Q2 2026 | $1.6M |
| Q2 2026 | $118K |
| Q2 2026 | $450K |
| Q2 2026 | $4K |
| Q2 2026 | $2K |
| Q2 2026 | $6K |
| Q2 2026 | $6K |
| Q2 2026 | $57K |
| Q2 2026 | $5K |
| Q2 2026 | $17K |
| Q2 2026 | $820 |
| Q2 2026 | $6K |
| Q2 2026 | $7K |
| Q2 2026 | $3K |
| Q2 2026 | $8K |
| Q2 2026 | $3K |
| Q2 2026 | $10K |
| Q2 2026 | $18K |
| Q2 2026 | $10K |
| Q2 2026 | $8K |
| Q2 2026 | $1K |
| Q2 2026 | $558 |
| Q2 2026 | $42K |
| Q2 2026 | $10K |
| Q2 2026 | $2K |
| Q2 2026 | $77K |
| Q2 2026 | $3K |
| Q2 2026 | $11K |
| Q2 2026 | $84K |
| Q2 2026 | $2K |
| Q2 2026 | $441 |
| Q2 2026 | $16K |
| Q2 2026 | $13K |
| Q2 2026 | $5K |
| Q2 2026 | $14K |
| Q2 2026 | $841 |
| Q2 2026 | $9K |
| Q2 2026 | $18K |
| Q2 2026 | $16K |
| Q2 2026 | $2K |
| Q2 2026 | $5K |
| Q2 2026 | $8K |
| Q2 2026 | $10K |
| Q2 2026 | $11K |
| Q2 2026 | $36K |
| Q2 2026 | $7K |
| Q2 2026 | $8K |
| Q2 2026 | $1K |
| Q2 2026 | $18K |
| Q2 2026 | $3K |
| Q2 2026 | $61K |
| Q2 2026 | $6K |
| Q2 2026 | $4K |
| Q2 2026 | $9K |
| Q2 2026 | $6K |
| Q2 2026 | $18K |
| Q2 2026 | $3K |
| Q2 2026 | $120K |
| Q2 2026 | $683 |
| Q2 2026 | $3K |
| Q2 2026 | $12K |
| Q2 2026 | $25K |
| Q2 2026 | $6K |
| Q2 2026 | $5K |
| Q2 2026 | $27K |
| Q2 2026 | $26K |
| Q2 2026 | $3K |
| Q2 2026 | $23K |
| Q2 2026 | $27K |
| Q2 2026 | $52K |
| Q2 2026 | $820 |
| Q2 2026 | $35K |
| Q2 2026 | $8K |
| Q2 2026 | $3K |
| Q2 2026 | $7K |
| Q2 2026 | $16K |
| Q2 2026 | $3K |
| Q2 2026 | $12K |
| Q2 2026 | $20K |
| Q2 2026 | $24K |
| Q2 2026 | $14K |
| Q2 2026 | $22K |
| Q2 2026 | $19K |
| Q2 2026 | $7K |
| Q2 2026 | $7K |
| Q2 2026 | $3K |
| Q2 2026 | $22K |
| Q2 2026 | $3K |
| Q2 2026 | $57K |
| Q2 2026 | $6K |
| Q2 2026 | $12K |
| Q2 2026 | $12K |
| Q2 2026 | $5K |
| Q2 2026 | $137K |
| Q2 2026 | $3K |
| Q2 2026 | $10K |
| Q2 2026 | $7K |
| Q2 2026 | $11K |
| Q2 2026 | $60K |
| Q2 2026 | $196K |
| Q2 2026 | $221K |
| Q2 2026 | $27K |
| Q2 2026 | $8K |
| Q2 2026 | $24K |
| Q2 2026 | $5K |
| Q2 2026 | $2K |
| Q2 2026 | $24K |
| Q2 2026 | $4K |
| Q2 2026 | $1K |
| Q2 2026 | $4K |
| Q2 2026 | $5K |
| Q2 2026 | $9K |
| Q2 2026 | $9K |
| Q2 2026 | $10K |
| Q2 2026 | $2K |
| Q2 2026 | $7K |
| Q2 2026 | $410 |
| Q2 2026 | $2K |
| Q2 2026 | $2K |
| Q2 2026 | $2K |
| Q2 2026 | $820 |
| Q2 2026 | $5K |
| Q2 2026 | $1K |
| Q2 2026 | $546 |
| Q2 2026 | $21K |
| Q2 2026 | $14K |
| Q2 2026 | $25K |
| Q2 2026 | $15K |
| Q2 2026 | $11K |
| Q2 2026 | $683 |
| Q2 2026 | $16K |
| Q2 2026 | $10K |
| Q2 2026 | $3K |
| Q2 2026 | $820 |
| Q2 2026 | $18K |
| Q2 2026 | $7K |
| Q2 2026 | $5K |
| Q2 2026 | $97K |
| Q2 2026 | $5K |
| Q2 2026 | $35K |
| Q2 2026 | $10K |
| Q2 2026 | $1K |
| Q2 2026 | $24K |
| Q2 2026 | $4K |
| Q2 2026 | $52K |
| Q2 2026 | $4K |
| Q2 2026 | $2K |
| Q2 2026 | $2K |
| Q2 2026 | $4K |
| Q2 2026 | $5K |
| Q2 2026 | $6K |
| Q2 2026 | $9K |
| Q2 2026 | $37K |
| Q2 2026 | $7K |
| Q2 2026 | $14K |
| Q2 2026 | $3K |
| Q2 2026 | $8K |
| Q2 2026 | $4K |
| Q2 2026 | $6K |
| Q2 2026 | $410 |
| Q2 2026 | $21K |
| Q2 2026 | $5K |
| Q2 2026 | $3K |
| Q2 2026 | $11K |
| Q2 2026 | $2K |
| Q2 2026 | $26K |
| Q2 2026 | $1K |
| Q2 2026 | $337K |
| Q2 2026 | $17K |
| Q2 2026 | $546 |
| Q2 2026 | $144K |
| Q2 2026 | $43K |
| Q2 2026 | $25K |
| Q2 2026 | $65 |
| Q2 2026 | $703K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $703K | 5.1K | — | — |
| Q2 2026 | $65 | 0 | — | — |
| Q2 2026 | $25K | 184 | — | — |
| Q2 2026 | $43K | 318 | — | — |
| Q2 2026 | $144K | 1.1K | — | — |
| Q2 2026 | $546 | 4 | — | — |
| Q2 2026 | $17K | 126 | — | — |
| Q2 2026 | $337K | 2.5K | — | — |
| Q2 2026 | $1K | 9 | — | — |
| Q2 2026 | $26K | 188 | — | — |
| Q2 2026 | $2K | 15 | — | — |
| Q2 2026 | $11K | 77 | — | — |
| Q2 2026 | $3K | 24 | — | — |
| Q2 2026 | $5K | 34 | — | — |
| Q2 2026 | $21K | 157 | — | — |
| Q2 2026 | $410 | 3 | — | — |
| Q2 2026 | $6K | 42 | — | — |
| Q2 2026 | $4K | 32 | — | — |
| Q2 2026 | $8K | 60 | — | — |
| Q2 2026 | $3K | 25 | — | — |
| Q2 2026 | $14K | 103 | — | — |
| Q2 2026 | $7K | 51 | — | — |
| Q2 2026 | $37K | 272 | — | — |
| Q2 2026 | $9K | 66 | — | — |
| Q2 2026 | $6K | 42 | — | — |
| Q2 2026 | $5K | 33 | — | — |
| Q2 2026 | $4K | 26 | — | — |
| Q2 2026 | $2K | 14 | — | — |
| Q2 2026 | $2K | 13 | — | — |
| Q2 2026 | $4K | 32 | — | — |
| Q2 2026 | $52K | 381 | — | — |
| Q2 2026 | $4K | 26 | — | — |
| Q2 2026 | $24K | 178 | — | — |
| Q2 2026 | $1K | 8 | — | — |
| Q2 2026 | $10K | 73 | — | — |
| Q2 2026 | $35K | 255 | — | — |
| Q2 2026 | $5K | 38 | — | — |
| Q2 2026 | $97K | 709 | — | — |
| Q2 2026 | $5K | 33 | — | — |
| Q2 2026 | $7K | 49 | — | — |
| Q2 2026 | $18K | 130 | — | — |
| Q2 2026 | $820 | 6 | — | — |
| Q2 2026 | $3K | 22 | — | — |
| Q2 2026 | $10K | 71 | — | — |
| Q2 2026 | $16K | 114 | — | — |
| Q2 2026 | $683 | 5 | — | — |
| Q2 2026 | $11K | 83 | — | — |
| Q2 2026 | $15K | 108 | — | — |
| Q2 2026 | $25K | 183 | — | — |
| Q2 2026 | $14K | 105 | — | — |
| Q2 2026 | $21K | 156 | — | — |
| Q2 2026 | $546 | 4 | — | — |
| Q2 2026 | $1K | 8 | — | — |
| Q2 2026 | $5K | 37 | — | — |
| Q2 2026 | $820 | 6 | — | — |
| Q2 2026 | $2K | 16 | — | — |
| Q2 2026 | $2K | 14 | — | — |
| Q2 2026 | $2K | 16 | — | — |
| Q2 2026 | $410 | 3 | — | — |
| Q2 2026 | $7K | 48 | — | — |
| Q2 2026 | $2K | 16 | — | — |
| Q2 2026 | $10K | 71 | — | — |
| Q2 2026 | $9K | 65 | — | — |
| Q2 2026 | $9K | 65 | — | — |
| Q2 2026 | $5K | 34 | — | — |
| Q2 2026 | $4K | 28 | — | — |
| Q2 2026 | $1K | 9 | — | — |
| Q2 2026 | $4K | 27 | — | — |
| Q2 2026 | $24K | 172 | — | — |
| Q2 2026 | $2K | 15 | — | — |
| Q2 2026 | $5K | 36 | — | — |
| Q2 2026 | $24K | 175 | — | — |
| Q2 2026 | $8K | 61 | — | — |
| Q2 2026 | $27K | 196 | — | — |
| Q2 2026 | $221K | 1.6K | — | — |
| Q2 2026 | $196K | 1.4K | — | — |
| Q2 2026 | $60K | 439 | — | — |
| Q2 2026 | $11K | 83 | — | — |
| Q2 2026 | $7K | 49 | — | — |
| Q2 2026 | $10K | 71 | — | — |
| Q2 2026 | $3K | 24 | — | — |
| Q2 2026 | $137K | 1.0K | — | — |
| Q2 2026 | $5K | 40 | — | — |
| Q2 2026 | $12K | 89 | — | — |
| Q2 2026 | $12K | 86 | — | — |
| Q2 2026 | $6K | 45 | — | — |
| Q2 2026 | $57K | 419 | — | — |
| Q2 2026 | $3K | 21 | — | — |
| Q2 2026 | $22K | 164 | — | — |
| Q2 2026 | $3K | 23 | — | — |
| Q2 2026 | $7K | 53 | — | — |
| Q2 2026 | $7K | 48 | — | — |
| Q2 2026 | $19K | 138 | — | — |
| Q2 2026 | $22K | 159 | — | — |
| Q2 2026 | $14K | 105 | — | — |
| Q2 2026 | $24K | 172 | — | — |
| Q2 2026 | $20K | 143 | — | — |
| Q2 2026 | $12K | 89 | — | — |
| Q2 2026 | $3K | 20 | — | — |
| Q2 2026 | $16K | 118 | — | — |
| Q2 2026 | $7K | 52 | — | — |
| Q2 2026 | $3K | 21 | — | — |
| Q2 2026 | $8K | 61 | — | — |
| Q2 2026 | $35K | 252 | — | — |
| Q2 2026 | $820 | 6 | — | — |
| Q2 2026 | $52K | 383 | — | — |
| Q2 2026 | $27K | 198 | — | — |
| Q2 2026 | $23K | 166 | — | — |
| Q2 2026 | $3K | 23 | — | — |
| Q2 2026 | $26K | 193 | — | — |
| Q2 2026 | $27K | 195 | — | — |
| Q2 2026 | $5K | 40 | — | — |
| Q2 2026 | $6K | 46 | — | — |
| Q2 2026 | $25K | 179 | — | — |
| Q2 2026 | $12K | 85 | — | — |
| Q2 2026 | $3K | 20 | — | — |
| Q2 2026 | $683 | 5 | — | — |
| Q2 2026 | $120K | 881 | — | — |
| Q2 2026 | $3K | 20 | — | — |
| Q2 2026 | $18K | 130 | — | — |
| Q2 2026 | $6K | 46 | — | — |
| Q2 2026 | $9K | 66 | — | — |
| Q2 2026 | $4K | 26 | — | — |
| Q2 2026 | $6K | 45 | — | — |
| Q2 2026 | $61K | 448 | — | — |
| Q2 2026 | $3K | 25 | — | — |
| Q2 2026 | $18K | 130 | — | — |
| Q2 2026 | $1K | 9 | — | — |
| Q2 2026 | $8K | 56 | — | — |
| Q2 2026 | $7K | 49 | — | — |
| Q2 2026 | $36K | 263 | — | — |
| Q2 2026 | $11K | 79 | — | — |
| Q2 2026 | $10K | 71 | — | — |
| Q2 2026 | $8K | 56 | — | — |
| Q2 2026 | $5K | 36 | — | — |
| Q2 2026 | $2K | 12 | — | — |
| Q2 2026 | $16K | 118 | — | — |
| Q2 2026 | $18K | 133 | — | — |
| Q2 2026 | $9K | 64 | — | — |
| Q2 2026 | $841 | 6 | — | — |
| Q2 2026 | $14K | 104 | — | — |
| Q2 2026 | $5K | 33 | — | — |
| Q2 2026 | $13K | 96 | — | — |
| Q2 2026 | $16K | 117 | — | — |
| Q2 2026 | $441 | 3 | — | — |
| Q2 2026 | $2K | 12 | — | — |
| Q2 2026 | $84K | 615 | — | — |
| Q2 2026 | $11K | 77 | — | — |
| Q2 2026 | $3K | 19 | — | — |
| Q2 2026 | $77K | 562 | — | — |
| Q2 2026 | $2K | 12 | — | — |
| Q2 2026 | $10K | 74 | — | — |
| Q2 2026 | $42K | 305 | — | — |
| Q2 2026 | $558 | 4 | — | — |
| Q2 2026 | $1K | 9 | — | — |
| Q2 2026 | $8K | 62 | — | — |
| Q2 2026 | $10K | 70 | — | — |
| Q2 2026 | $18K | 130 | — | — |
| Q2 2026 | $10K | 71 | — | — |
| Q2 2026 | $3K | 21 | — | — |
| Q2 2026 | $8K | 56 | — | — |
| Q2 2026 | $3K | 25 | — | — |
| Q2 2026 | $7K | 54 | — | — |
| Q2 2026 | $6K | 44 | — | — |
| Q2 2026 | $820 | 6 | — | — |
| Q2 2026 | $17K | 123 | — | — |
| Q2 2026 | $5K | 39 | — | — |
| Q2 2026 | $57K | 419 | — | — |
| Q2 2026 | $6K | 44 | — | — |
| Q2 2026 | $6K | 45 | — | — |
| Q2 2026 | $2K | 18 | — | — |
| Q2 2026 | $4K | 27 | — | — |
| Q2 2026 | $450K | 3.3K | — | — |
| Q2 2026 | $118K | 864 | — | — |
| Q2 2026 | $1.6M | 11.6K | — | — |
| Q2 2026 | $17K | 123 | — | — |
| Q2 2026 | $65 | 45 | — | — |
| Q2 2026 | $25K | 56 | — | — |
| Q2 2026 | $43K | 943 | — | — |
| Q2 2026 | $144K | 20 | — | — |
| Q2 2026 | $546 | 19 | — | — |
| Q2 2026 | $17K | 9 | — | — |
| Q2 2026 | $1K | 52 | — | — |
| Q2 2026 | $26K | 50 | — | — |
| Q2 2026 | $2K | 33 | — | — |
| Q2 2026 | $11K | 406 | — | — |
| Q2 2026 | $3K | 1.6K | — | — |
| Q2 2026 | $5K | 44 | — | — |
| Q2 2026 | $21K | 45 | — | — |
| Q2 2026 | $410 | 18.0K | — | — |
| Q2 2026 | $6K | 5 | — | — |
| Q2 2026 | $8K | 2 | — | — |
| Q2 2026 | $3K | 6.2K | — | — |
| Q2 2026 | $14K | 51 | — | — |
| Q2 2026 | $7K | 98 | — | — |
| Q2 2026 | $9K | 28 | — | — |
| Q2 2026 | $6K | 4 | — | — |
| Q2 2026 | $5K | 16.0K | — | — |
| Q2 2026 | $4K | 569 | — | — |
| Q2 2026 | $2K | 170 | — | — |
| Q2 2026 | $2K | 21 | — | — |
| Q2 2026 | $4K | 2 | — | — |
| Q2 2026 | $52K | 538 | — | — |
| Q2 2026 | $24K | 72 | — | — |
| Q2 2026 | $1K | 12 | — | — |
| Q2 2026 | $10K | 40 | — | — |
| Q2 2026 | $35K | 55 | — | — |
| Q2 2026 | $5K | 63 | — | — |
| Q2 2026 | $97K | 9 | — | — |
| Q2 2026 | $5K | 82 | — | — |
| Q2 2026 | $7K | 19 | — | — |
| Q2 2026 | $18K | 35 | — | — |
| Q2 2026 | $3K | 45 | — | — |
| Q2 2026 | $10K | 35 | — | — |
| Q2 2026 | $16K | 110 | — | — |
| Q2 2026 | $683 | 4 | — | — |
| Q2 2026 | $11K | 230 | — | — |
| Q2 2026 | $15K | 25 | — | — |
| Q2 2026 | $25K | 6 | — | — |
| Q2 2026 | $14K | 56 | — | — |
| Q2 2026 | $21K | 73 | — | — |
| Q2 2026 | $1K | 25 | — | — |
| Q2 2026 | $5K | 78 | — | — |
| Q2 2026 | $820 | 7 | — | — |
| Q2 2026 | $2K | 12 | — | — |
| Q2 2026 | $2K | 131 | — | — |
| Q2 2026 | $2K | 382 | — | — |
| Q2 2026 | $410 | 12 | — | — |
| Q2 2026 | $7K | 7 | — | — |
| Q2 2026 | $2K | 5 | — | — |
| Q2 2026 | $10K | 21 | — | — |
| Q2 2026 | $9K | 7 | — | — |
| Q2 2026 | $9K | 7 | — | — |
| Q2 2026 | $5K | 10 | — | — |
| Q2 2026 | $4K | 77 | — | — |
| Q2 2026 | $1K | 76 | — | — |
| Q2 2026 | $4K | 52.3K | — | — |
| Q2 2026 | $24K | 4.0K | — | — |
| Q2 2026 | $2K | 16 | — | — |
| Q2 2026 | $5K | 250.0K | — | — |
| Q2 2026 | $24K | 20 | — | — |
| Q2 2026 | $8K | 1.2K | — | — |
| Q2 2026 | $26K | 58 | — | — |
| Q2 2026 | $196K | 15 | — | — |
| Q2 2026 | $60K | 87 | — | — |
| Q2 2026 | $7K | 55 | — | — |
| Q2 2026 | $10K | 237.9K | — | — |
| Q2 2026 | $3K | 115 | — | — |
| Q2 2026 | $137K | 118 | — | — |
| Q2 2026 | $5K | 393 | — | — |
| Q2 2026 | $12K | 11 | — | — |
| Q2 2026 | $6K | 34 | — | — |
| Q2 2026 | $3K | 24 | — | — |
| Q2 2026 | $22K | 299 | — | — |
| Q2 2026 | $3K | 53 | — | — |
| Q2 2026 | $7K | 679 | — | — |
| Q2 2026 | $7K | 12 | — | — |
| Q2 2026 | $19K | 30 | — | — |
| Q2 2026 | $22K | 122 | — | — |
| Q2 2026 | $14K | 2 | — | — |
| Q2 2026 | $2K | 1.1K | — | — |
| Q2 2026 | $24K | 29 | — | — |
| Q2 2026 | $20K | 1.0K | — | — |
| Q2 2026 | $12K | 325 | — | — |
| Q2 2026 | $3K | 66 | — | — |
| Q2 2026 | $16K | 92 | — | — |
| Q2 2026 | $7K | 7 | — | — |
| Q2 2026 | $3K | 32 | — | — |
| Q2 2026 | $8K | 129 | — | — |
| Q2 2026 | $35K | 24 | — | — |
| Q2 2026 | $820 | 4.7K | — | — |
| Q2 2026 | $52K | 18.1K | — | — |
| Q2 2026 | $27K | 244 | — | — |
| Q2 2026 | $23K | 80 | — | — |
| Q2 2026 | $3K | 203 | — | — |
| Q2 2026 | $26K | 23 | — | — |
| Q2 2026 | $27K | 59 | — | — |
| Q2 2026 | $5K | 17 | — | — |
| Q2 2026 | $6K | 175.0K | — | — |
| Q2 2026 | $25K | 635 | — | — |
| Q2 2026 | $12K | 131 | — | — |
| Q2 2026 | $3K | 1.4K | — | — |
| Q2 2026 | $683 | 130 | — | — |
| Q2 2026 | $120K | 35.0K | — | — |
| Q2 2026 | $3K | 1 | — | — |
| Q2 2026 | $18K | 143 | — | — |
| Q2 2026 | $6K | 162 | — | — |
| Q2 2026 | $9K | 18.3K | — | — |
| Q2 2026 | $4K | 10 | — | — |
| Q2 2026 | $6K | 35 | — | — |
| Q2 2026 | $61K | 56 | — | — |
| Q2 2026 | $3K | 2.9K | — | — |
| Q2 2026 | $18K | 137 | — | — |
| Q2 2026 | $1K | 6 | — | — |
| Q2 2026 | $8K | 131 | — | — |
| Q2 2026 | $7K | 7 | — | — |
| Q2 2026 | $36K | 559 | — | — |
| Q2 2026 | $11K | 65 | — | — |
| Q2 2026 | $10K | 43 | — | — |
| Q2 2026 | $8K | 14 | — | — |
| Q2 2026 | $5K | 5 | — | — |
| Q2 2026 | $2K | 17 | — | — |
| Q2 2026 | $16K | 68 | — | — |
| Q2 2026 | $18K | 1 | — | — |
| Q2 2026 | $9K | 20.0K | — | — |
| Q2 2026 | $841 | 625 | — | — |
| Q2 2026 | $14K | 4 | — | — |
| Q2 2026 | $5K | 381 | — | — |
| Q2 2026 | $13K | 34 | — | — |
| Q2 2026 | $16K | 61 | — | — |
| Q2 2026 | $441 | 3.3K | — | — |
| Q2 2026 | $2K | 11 | — | — |
| Q2 2026 | $84K | 159 | — | — |
| Q2 2026 | $11K | 156 | — | — |
| Q2 2026 | $3K | 4 | — | — |
| Q2 2026 | $77K | 11 | — | — |
| Q2 2026 | $2K | 10 | — | — |
| Q2 2026 | $10K | 23 | — | — |
| Q2 2026 | $42K | 815 | — | — |
| Q2 2026 | $558 | 51 | — | — |
| Q2 2026 | $1K | 9 | — | — |
| Q2 2026 | $8K | 59 | — | — |
| Q2 2026 | $10K | 14 | — | — |
| Q2 2026 | $18K | 41 | — | — |
| Q2 2026 | $10K | 45 | — | — |
| Q2 2026 | $3K | 208 | — | — |
| Q2 2026 | $8K | 8 | — | — |
| Q2 2026 | $3K | 40.0K | — | — |
| Q2 2026 | $7K | 75 | — | — |
| Q2 2026 | $6K | 13 | — | — |
| Q2 2026 | $820 | 1.5K | — | — |
| Q2 2026 | $17K | 2.8K | — | — |
| Q2 2026 | $5K | 5.5K | — | — |
| Q2 2026 | $57K | 11 | — | — |
| Q2 2026 | $6K | 33 | — | — |
| Q2 2026 | $6K | 16 | — | — |
| Q2 2026 | $2K | 50.0K | — | — |
| Q2 2026 | $4K | 2.7K | — | — |
| Q2 2026 | $450K | 864 | — | — |
| Q2 2026 | $118K | 13.0K | — | — |
| Q2 2026 | $1.6M | 2 | — | — |
| Q2 2026 | $17K | 128 | — | — |
| Q2 2026 | $703K | 5.1K | — | — |
| Q1 2026 | $44K | 257 | — | — |
| Q1 2026 | $854K | 5.0K | — | — |
| Q1 2026 | $665K | 3.9K | — | — |
| Q1 2026 | $1.6M | 9.7K | — | — |
| Q1 2026 | $752K | 4.4K | — | — |
| Q1 2026 | $2.3M | 13.8K | — | — |
| Q1 2026 | $115K | 679 | — | — |
| Q1 2026 | $2.7M | 15.8K | — | — |
| Q1 2026 | $440K | 2.6K | — | — |
| Q1 2026 | $322K | 1.9K | — | — |
Other funds holding XOM
$48.7B
$46.7B
$44.2B
$43.8B
$36.3B
$28.3B
$28.3B
$26.1B
Other Ascentis Wealth Management, LLC positions
CORZR
$186.2MCORZ
CORZR
$186.2MCORE SCIENTIFIC INC NEW COM
CORZR
$108.9MCORE SCIENTIFIC INC NEW COM
CORZR
$76.3MCORZW
CORZR
$76.3MCORE SCIENTIFIC INC NEW WT EXP TRANCHE 1
VOXR
$61.2MVOX ROYALTY CORP REGISTERED SHS ISIN#CA92919F1036
VOXR
$52.4MVOX ROYALTY CORP REGISTERED SHS ISIN#CA92919F1036
VOXR
$52.4MVOX ROYALTY CORP REGISTERED SHS ISIN#CA92919F1036