Compass Capital Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $827K | Buy |
+7,674
| New | +$827K | 0.04% | 53 |
|
|
2019
Q1 | – | Sell |
-6,049
| Closed | -$412K | – | 43 |
|
|
2018
Q4 | $412K | Sell |
6,049
-3,745
| -38% | -$255K | 0.06% | 35 |
|
|
2018
Q3 | $833K | Sell |
9,794
-492
| -5% | -$41.8K | 0.11% | 30 |
|
|
2018
Q2 | $851K | Sell |
10,286
-633
| -6% | -$52.4K | 0.12% | 29 |
|
|
2018
Q1 | $815K | Sell |
10,919
-2,150
| -16% | -$160K | 0.12% | 30 |
|
|
2017
Q4 | $1.09M | Sell |
13,069
-203
| -2% | -$17K | 0.17% | 30 |
|
|
2017
Q3 | $1.09M | Hold |
13,272
| – | – | 0.17% | 29 |
|
|
2017
Q2 | $1.07M | Buy |
13,272
+199
| +2% | +$16.1K | 0.17% | 29 |
|
|
2017
Q1 | $1.07M | Sell |
13,073
-1,295
| -9% | -$106K | 0.18% | 29 |
|
|
2016
Q4 | $1.3M | Buy |
14,368
+1,295
| +10% | +$117K | 0.24% | 29 |
|
|
2016
Q3 | $1.14M | Hold |
13,073
| – | – | 0.21% | 30 |
|
|
2016
Q2 | $1.23M | Sell |
13,073
-1,900
| -13% | -$178K | 0.23% | 30 |
|
|
2016
Q1 | $1.25M | Sell |
14,973
-1,297
| -8% | -$108K | 0.25% | 30 |
|
|
2015
Q4 | $1.27M | Sell |
16,270
-188
| -1% | -$14.7K | 0.27% | 29 |
|
|
2015
Q3 | $1.22M | Buy |
16,458
+74
| +0.5% | +$5.5K | 0.27% | 29 |
|
|
2015
Q2 | $1.36M | Buy |
16,384
+1,716
| +12% | +$143K | 0.29% | 29 |
|
|
2015
Q1 | $1.25M | Sell |
14,668
-284
| -2% | -$24.1K | 0.26% | 30 |
|
|
2014
Q4 | $1.38M | Buy |
14,952
+347
| +2% | +$32.1K | 0.3% | 29 |
|
|
2014
Q3 | $1.37M | Hold |
14,605
| – | – | 0.26% | 38 |
|
|
2014
Q2 | $1.47M | Hold |
14,605
| – | – | 0.28% | 38 |
|
|
2014
Q1 | $1.43M | Sell |
14,605
-508
| -3% | -$49.6K | 0.28% | 38 |
|
|
2013
Q4 | $1.53M | Buy |
15,113
+700
| +5% | +$70.8K | 0.31% | 37 |
|
|
2013
Q3 | $1.24M | Sell |
14,413
-815
| -5% | -$70.1K | 0.28% | 38 |
|
|
2013
Q2 | $1.38M | Buy |
+15,228
| New | +$1.38M | 0.33% | 38 |
|