Compass Ion Advisors
XOM icon

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
Q3 		$2.95M Sell
18,139
-226
-1% -$35.3K 0.25% 49
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Compass Ion Advisors's XOM Position: Q3 2026 in Review

Compass Ion Advisors reduced its ExxonMobil (XOM) stake by 1.2% in Q3 2026, selling an estimated $35.3K and leaving 18,139 shares worth $2.95M. The position accounts for 0.25% of the portfolio, ranked #49.

Compass Ion Advisors first reported a position in XOM in Q4 2019 and has held it in 23 quarters since. 2,828 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Compass Ion Advisors held 18,139 shares of ExxonMobil worth $2.95M as of Q3 2026.
  • Compass Ion Advisors sold 226 ExxonMobil shares in Q3 2026, an estimated $35.3K.
  • ExxonMobil made up 0.25% of Compass Ion Advisors's portfolio in Q3 2026, its #49 holding.
  • Compass Ion Advisors first reported a position in ExxonMobil in Q4 2019 and has held it in 23 quarters since.
  • 2,828 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Compass Ion Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.