Courage Miller Partners’s ExxonMobil XOM Stock Holding History

Courage Miller Partners’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	$1.67M	Sell	10,291 -194	-2%	-$30.3K	0.44%	33
2026 Q2	$1.43M	Sell	10,485 -37	-0.4%	-$5.54K	0.38%	37
2026 Q1	$1.79M	Hold	10,522	–	–	0.5%	29
2025 Q4	$1.27M	Buy	10,522 +9	+0.1%	+$1.04K	0.38%	34
2025 Q3	$1.19M	Sell	10,513 -9	-0.1%	-$1K	0.36%	36
2025 Q2	$1.13M	Hold	10,522	–	–	0.36%	36
2025 Q1	$1.25M	Hold	10,522	–	–	0.42%	32
2024 Q4	$1.13M	Hold	10,522	–	–	0.39%	37
2024 Q3	$1.23M	Sell	10,522 -67	-0.6%	-$7.74K	0.41%	35
2024 Q2	$1.22M	Hold	10,589	–	–	0.44%	33
2024 Q1	$1.23M	Buy	10,589 +29	+0.3%	+$3.03K	0.43%	37
2023 Q4	$1.06M	Hold	10,560	–	–	0.4%	35
2023 Q3	$1.24M	Hold	10,560	–	–	0.51%	29
2023 Q2	$1.13M	Sell	10,560 -2,220	-17%	-$242K	0.47%	34
2023 Q1	$1.4M	Buy	+12,780	New	+$1.41M	0.59%	29
2014 Q3	–	Sell	-2,080	Closed	-$209K	–	60
2014 Q2	$209K	Buy	+2,080	New	+$210K	0.15%	60

Other funds holding XOM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

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

Courage Miller Partners's XOM Position: Q3 2026 in Review

Courage Miller Partners reduced its ExxonMobil (XOM) stake by 1.9% in Q3 2026, selling an estimated $30.3K and leaving 10,291 shares worth $1.67M. The position accounts for 0.44% of the portfolio, ranked #33.

Courage Miller Partners first reported a position in XOM in Q2 2014 and has held it in 16 quarters since. The position peaked at $1.79M in Q1 2026. 4,010 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Courage Miller Partners held 10,291 shares of ExxonMobil worth $1.67M as of Q3 2026.
Courage Miller Partners sold 194 ExxonMobil shares in Q3 2026, an estimated $30.3K.
ExxonMobil made up 0.44% of Courage Miller Partners's portfolio in Q3 2026, its #33 holding.
Courage Miller Partners first reported a position in ExxonMobil in Q2 2014 and has held it in 16 quarters since.
Courage Miller Partners's ExxonMobil position peaked at $1.79M in Q1 2026.
4,010 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Courage Miller Partners's 13F filing for Q3 2026, filed 21 Oct 2026.