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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Courage Miller Partners's XOM Position: Q2 2026 in Review

Courage Miller Partners reduced its ExxonMobil (XOM) stake by 0.35% in Q2 2026, selling an estimated $5.54K and leaving 10,485 shares worth $1.43M. The position accounts for 0.38% of the portfolio, ranked #37.

Courage Miller Partners first reported a position in XOM in Q2 2014 and has held it in 15 quarters since. The position peaked at $1.79M in Q1 2026. 2,013 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Courage Miller Partners held 10,485 shares of ExxonMobil worth $1.43M as of Q2 2026.
Courage Miller Partners sold 37 ExxonMobil shares in Q2 2026, an estimated $5.54K.
ExxonMobil made up 0.38% of Courage Miller Partners's portfolio in Q2 2026, its #37 holding.
Courage Miller Partners first reported a position in ExxonMobil in Q2 2014 and has held it in 15 quarters since.
Courage Miller Partners's ExxonMobil position peaked at $1.79M in Q1 2026.
2,013 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Courage Miller Partners's 13F filing for Q2 2026, filed 23 Jul 2026.