Compass Wealth Management’s ExxonMobil XOM Stock Holding History

Compass Wealth 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	$298K	Buy	+2,182	New	+$327K	0.06%	154
2025 Q4	–	Sell	-2,182	Closed	-$246K	–	151
2025 Q3	$246K	Buy	2,182 +2	+0.1%	+$222	0.05%	140
2025 Q2	$235K	Hold	2,180	–	–	0.06%	143
2025 Q1	$259K	Hold	2,180	–	–	0.07%	135
2024 Q4	$235K	Hold	2,180	–	–	0.06%	147
2024 Q3	$256K	Sell	2,180 -229	-10%	-$26.4K	0.06%	149
2024 Q2	$277K	Hold	2,409	–	–	0.07%	139
2024 Q1	$280K	Sell	2,409 -10	-0.4%	-$1.05K	0.07%	140
2023 Q4	$242K	Sell	2,419 -86	-3%	-$9.04K	0.07%	143
2023 Q3	$295K	Buy	2,505 +1,000	+66%	+$110K	0.09%	130
2023 Q2	$161K	Hold	1,505	–	–	0.05%	161
2023 Q1	$165K	Sell	1,505 -123	-8%	-$13.6K	0.05%	161
2022 Q4	$180K	Buy	+1,628	New	+$174K	0.06%	155

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Compass Wealth Management opened a new position in ExxonMobil (XOM) in Q2 2026: 2,182 shares worth $298K. The stake represents 0.06% of the portfolio and ranks #154 among its holdings. This is a return to the name: Compass Wealth Management previously reported a position in XOM as recently as Q3 2025.

Compass Wealth Management first reported a position in XOM in Q4 2022 and has held it in 13 quarters since. 4,278 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Compass Wealth Management held 2,182 shares of ExxonMobil worth $298K as of Q2 2026.
ExxonMobil was a new Compass Wealth Management position in Q2 2026.
ExxonMobil made up 0.06% of Compass Wealth Management's portfolio in Q2 2026, its #154 holding.
Compass Wealth Management first reported a position in ExxonMobil in Q4 2022 and has held it in 13 quarters since.
4,278 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Compass Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.