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Ascentis Wealth Management, LLC: XOP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ascentis Wealth Management, LLC on XOP, newest first. How the timeline and the estimate are built.

Ascentis Wealth Management, LLC held 8,697 XOP shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 8,697 shares
    Change vs previous 13F +984 shares

    0.2% of the 13F portfolio, value $1,345,450.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 8,697 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,713 shares
    Change vs previous 13F -1,670 shares

    0.08% of the 13F portfolio, value $1,402,619.

    13F-HR 0002032602-26-000003 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 66 shares
    • Ascentis Wealth Management, LLC: 7,647 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,383 shares
    Change vs previous 13F -2,193 shares

    0.28% of the 13F portfolio, value $1,187,882.

    13F-HR 0002032602-26-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,576 shares
    Change vs previous 13F +53 shares

    0.33% of the 13F portfolio, value $1,533,689.

    13F-HR 0002032602-25-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 11,523 shares
    Change vs previous 13F +2,256 shares

    0.35% of the 13F portfolio, value $1,465,370.

    13F-HR 0001979372-25-000006 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,267 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,231,075.

    13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).