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Compass Planning Associates’s ExxonMobil XOM Stock Holding History

Compass Planning Associates’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
2025
Q3 		– Sell
-444
Closed -$47.9K – 124
2025
Q2 		$47.9K Buy
444
+4
+0.9% +$428 0.04% 59
2025
Q1 		$52.4K Buy
440
+4
+0.9% +$442 0.05% 57
2024
Q4 		$46.9K Buy
+436
New +$51K 0.05% 60

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Compass Planning Associates's XOM Position: Q3 2025 in Review

Compass Planning Associates sold out of ExxonMobil (XOM) in Q3 2025, closing a stake of 444 shares — an estimated $47.9K sold.

Compass Planning Associates first reported a position in XOM in Q4 2024 and held it in 3 quarters. The position peaked at $52.4K in Q1 2025. 4,214 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

  • Compass Planning Associates reported no remaining ExxonMobil position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 444 ExxonMobil shares in Q3 2025, an estimated $47.9K.
  • Compass Planning Associates first reported a position in ExxonMobil in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's ExxonMobil position peaked at $52.4K in Q1 2025.
  • 4,214 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.