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Compass Ion Advisors’s ExxonMobil XOM Stock Holding History

Compass Ion Advisors’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 		$2.51M Buy
18,365
+1,498
+9% +$224K 0.22% 58
2026
Q1 		$2.86M Buy
16,867
+63
+0.4% +$9.19K 0.27% 46
2025
Q4 		$2.02M Sell
16,804
-42
-0.2% -$4.87K 0.19% 63
2025
Q3 		$1.9M Buy
16,846
+56
+0.3% +$6.22K 0.18% 62
2025
Q2 		$1.81M Buy
16,790
+734
+5% +$78.5K 0.2% 58
2025
Q1 		$1.91M Sell
16,056
-372
-2% -$41.1K 0.22% 57
2024
Q4 		$1.77M Buy
16,428
+108
+0.7% +$12.6K 0.21% 62
2024
Q3 		$1.91M Buy
16,320
+2,499
+18% +$289K 0.23% 61
2024
Q2 		$1.61M Buy
13,821
+295
+2% +$34.4K 0.23% 59
2024
Q1 		$1.57M Sell
13,526
-276
-2% -$28.9K 0.23% 61
2023
Q4 		$1.38M Buy
13,802
+176
+1% +$18.5K 0.21% 70
2023
Q3 		$1.6M Buy
13,626
+11,414
+516% +$1.25M 0.27% 55
2023
Q2 		$237K Sell
2,212
-248
-10% -$27.1K 0.06% 71
2023
Q1 		$270K Buy
2,460
+48
+2% +$5.31K 0.07% 58
2022
Q4 		$266K Sell
2,412
-95
-4% -$10.2K 0.07% 56
2022
Q3 		$219K Buy
2,507
+23
+0.9% +$2.1K 0.06% 68
2022
Q2 		$213K Sell
2,484
-86
-3% -$7.76K 0.06% 72
2022
Q1 		$212K Buy
+2,570
New +$200K 0.07% 86
2021
Q2 		– Sell
-4,716
Closed -$263K – 100
2021
Q1 		$263K Buy
+4,716
New +$247K 0.11% 71
2020
Q4 		– Sell
-13,398
Closed -$460K – 94
2020
Q3 		$460K Buy
13,398
+8,850
+195% +$362K 0.29% 38
2020
Q2 		$203K Buy
+4,548
New +$204K 0.18% 52
2020
Q1 		– Sell
-4,378
Closed -$305K – 66
2019
Q4 		$305K Buy
+4,378
New +$303K 0.16% 40

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 Ion Advisors's XOM Position: Q2 2026 in Review

Compass Ion Advisors increased its ExxonMobil (XOM) stake by 8.9% in Q2 2026, buying an estimated $224K and bringing the position to 18,365 shares worth $2.51M. The position accounts for 0.22% of the portfolio, ranked #58.

Compass Ion Advisors first reported a position in XOM in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.86M in Q1 2026. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Compass Ion Advisors held 18,365 shares of ExxonMobil worth $2.51M as of Q2 2026.
  • Compass Ion Advisors bought 1,498 ExxonMobil shares in Q2 2026, an estimated $224K.
  • ExxonMobil made up 0.22% of Compass Ion Advisors's portfolio in Q2 2026, its #58 holding.
  • Compass Ion Advisors first reported a position in ExxonMobil in Q4 2019 and has held it in 22 quarters since.
  • Compass Ion Advisors's ExxonMobil position peaked at $2.86M in Q1 2026.
  • 4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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