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Compass Financial Services’s ExxonMobil XOM Stock Holding History

Compass Financial Services’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 		$256K Buy
1,875
+2
+0.1% +$299 0.1% 52
2026
Q1 		$318K Sell
1,873
-79
-4% -$11.5K 0.14% 44
2025
Q4 		$235K Sell
1,952
-1,814
-48% -$210K 0.1% 47
2025
Q3 		$425K Buy
3,766
+3,251
+631% +$361K 0.19% 35
2025
Q2 		$55.5K Sell
515
-44
-8% -$4.7K 0.03% 86
2025
Q1 		$66.5K Buy
559
+110
+24% +$12.2K 0.03% 69
2024
Q4 		$48.3K Buy
+449
New +$52.5K 0.03% 67

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Compass Financial Services increased its ExxonMobil (XOM) stake by 0.11% in Q2 2026, buying an estimated $299 and bringing the position to 1,875 shares worth $256K. The position accounts for 0.1% of the portfolio, ranked #52.

Compass Financial Services first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $425K in Q3 2025. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Compass Financial Services held 1,875 shares of ExxonMobil worth $256K as of Q2 2026.
  • Compass Financial Services bought 2 ExxonMobil shares in Q2 2026, an estimated $299.
  • ExxonMobil made up 0.1% of Compass Financial Services's portfolio in Q2 2026, its #52 holding.
  • Compass Financial Services first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • Compass Financial Services's ExxonMobil position peaked at $425K in Q3 2025.
  • 4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Compass Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.