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Ascent Wealth Partners, LLC

SEC CIK
0001546865
Latest filing
Jul 31, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Ascent Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

XOM overviewAll 13F holders of XOMFull Q2 2026 holdings

Shares (Q2 2026)
1,899
Value
$259.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of XOM by Ascent Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,899$259.6K<0.1%−7,011−78.7%ReducedHolders
Q1 20268,910$1.51M0.2%+526+6.3%AddedHolders
Q4 20258,384$1.01M0.1%−249−2.9%ReducedHolders
Q3 20258,633$973.4K0.1%−263−3.0%ReducedHolders
Q2 20258,896$959.0K0.1%−170−1.9%ReducedHolders
Q1 20259,066$1.08M0.1%+608+7.2%AddedHolders
Q4 20248,458$909.8K0.1%+249+3.0%AddedHolders
Q3 20248,209$962.3K0.1%−399−4.6%ReducedHolders
Q2 20248,608$991.0K0.1%−172−2.0%ReducedHolders
Q1 20248,780$1.02M0.2%−30−0.3%ReducedHolders
Q4 20238,810$880.8K0.1%+105+1.2%AddedHolders
Q3 20238,705$1.02M0.2%−2,028−18.9%ReducedHolders
Q2 202310,733$1.15M0.2%+509+5.0%AddedHolders
Q1 202310,224$1.12M0.2%+249+2.5%AddedHolders
Q4 20229,975$1.10M0.2%−85−0.8%ReducedHolders
Q3 202210,060$878.0K0.2%+889+9.7%AddedHolders
Q2 20229,171$797.0K0.2%+424+4.8%AddedHolders
Q1 20228,747$723.0K0.1%+14+0.2%AddedHolders
Q4 20218,733$534.0K0.1%+18+0.2%AddedHolders
Q3 20218,715$512.0K0.1%+1,475+20.4%AddedHolders
Q2 20217,240$456.0K0.1%−517−6.7%ReducedHolders
Q1 20217,757$433.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.