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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Compass Wealth Management's XOM Position: Q4 2025 in Review

Compass Wealth Management sold out of ExxonMobil (XOM) in Q4 2025, closing a stake of 2,182 shares — an estimated $246K sold.

Compass Wealth Management first reported a position in XOM in Q4 2022 and held it in 12 quarters. The position peaked at $295K in Q3 2023. 4,542 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

Compass Wealth Management reported no remaining ExxonMobil position as of Q4 2025 after selling out during the quarter.
Compass Wealth Management sold 2,182 ExxonMobil shares in Q4 2025, an estimated $246K.
Compass Wealth Management first reported a position in ExxonMobil in Q4 2022 and held it in 12 quarters.
Compass Wealth Management's ExxonMobil position peaked at $295K in Q3 2023.
4,542 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on Compass Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.