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 Q2	$4.83M	Buy	+32,903	New	+$4.92M	0.58%	39

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Compass Financial Management's XOM Position: Q2 2026 in Review

Compass Financial Management opened a new position in ExxonMobil (XOM) in Q2 2026: 32,903 shares worth $4.83M. The stake represents 0.58% of the portfolio and ranks #39 among its holdings.

4,106 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Compass Financial Management held 32,903 shares of ExxonMobil worth $4.83M as of Q2 2026.
ExxonMobil was a new Compass Financial Management position in Q2 2026.
ExxonMobil made up 0.58% of Compass Financial Management's portfolio in Q2 2026, its #39 holding.
4,106 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.