Courage Miller Partners’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
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% | -$7.85K | 0.41% | 35 |
|
2024
Q2 | $1.22M | Hold |
10,589
| – | – | 0.44% | 33 |
|
2024
Q1 | $1.23M | Buy |
10,589
+29
| +0.3% | +$3.37K | 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% | -$238K | 0.47% | 34 |
|
2023
Q1 | $1.4M | Buy |
+12,780
| New | +$1.4M | 0.59% | 29 |
|
2014
Q3 | – | Sell |
-2,080
| Closed | -$209K | – | 60 |
|
2014
Q2 | $209K | Buy |
+2,080
| New | +$209K | 0.15% | 60 |
|