SEC 13F Intelligence

Compass Financial Advisors LLC / EXMOC

Compass Financial Advisors LLC’s Exxon Mobil Corp Position

Does Compass Financial Advisors LLC own Exxon Mobil Corp (EXMOC)? Not currently — the last reported position was 15.0K shares worth $2M in Q1 2023; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$2M
Q1 2023
Shares
15.0K
% of Portfolio
+2.09%
Quarters Held
6
position exited

Position History EXMOC

Reported value by quarter
Q4 ’21: $1MQ4 ’21Q1 ’22: $2MQ1 ’22Q2 ’22: $2MQ2 ’22Q3 ’22: $1MQ3 ’22Q4 ’22: $2MQ4 ’22Q1 ’23: $2MQ1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202315.0K$2M+2.09%
Q4 202216.7K$2M+2.49%
Q3 202217.1K$1M+2.22%
Q2 202217.5K$2M+2.05%
Q1 202218.8K$2M+1.72%
Q4 202119.5K$1M+1.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Compass Financial Advisors LLC’s full portfolio or all institutional holders of EXMOC.