Compass Financial Management
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Compass Financial Management’s ExxonMobil XOM Stock Holding History

Compass Financial Management’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.52M Buy
33,937
+1,034
+3% +$162K 0.6% 30
2026
Q2 		$4.83M Buy
+32,903
New +$4.92M 0.58% 39

Other funds holding XOM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Compass Financial Management's XOM Position: Q3 2026 in Review

Compass Financial Management increased its ExxonMobil (XOM) stake by 3.1% in Q3 2026, buying an estimated $162K and bringing the position to 33,937 shares worth $5.52M. The position accounts for 0.6% of the portfolio, ranked #30.

Compass Financial Management first reported a position in XOM in Q2 2026 and has held it in 2 quarters since. 4,010 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Compass Financial Management held 33,937 shares of ExxonMobil worth $5.52M as of Q3 2026.
  • Compass Financial Management bought 1,034 ExxonMobil shares in Q3 2026, an estimated $162K.
  • ExxonMobil made up 0.6% of Compass Financial Management's portfolio in Q3 2026, its #30 holding.
  • Compass Financial Management first reported a position in ExxonMobil in Q2 2026 and has held it in 2 quarters since.
  • 4,010 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.