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 Q3	$505K	Buy	3,102 +920	+42%	+$144K	0.1%	120
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Compass Wealth Management's XOM Position: Q3 2026 in Review

Compass Wealth Management increased its ExxonMobil (XOM) stake by 42% in Q3 2026, buying an estimated $144K and bringing the position to 3,102 shares worth $505K. The position accounts for 0.1% of the portfolio, ranked #120.

Compass Wealth Management first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. 3,198 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Compass Wealth Management held 3,102 shares of ExxonMobil worth $505K as of Q3 2026.
Compass Wealth Management bought 920 ExxonMobil shares in Q3 2026, an estimated $144K.
ExxonMobil made up 0.1% of Compass Wealth Management's portfolio in Q3 2026, its #120 holding.
Compass Wealth Management first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
3,198 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.