Coury Firm Asset Management’s ExxonMobil XOM Stock Holding History

Coury Firm Asset 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
2023 Q3	$393K	Buy	3,342 +106	+3%	+$11.6K	0.63%	19
2023 Q2	$347K	Buy	3,236 +7	+0.2%	+$764	0.5%	32
2023 Q1	$354K	Buy	3,229 +1,269	+65%	+$140K	0.5%	34
2022 Q4	$216K	Sell	1,960 -10,000	-84%	-$1.07M	0.32%	44
2022 Q3	$1.04M	Hold	11,960	–	–	1.58%	12
2022 Q2	$1.02M	Hold	11,960	–	–	1.36%	15
2022 Q1	$988K	Sell	11,960 -554	-4%	-$43.1K	0.86%	19
2021 Q4	$766K	Buy	+12,514	New	+$782K	0.58%	25

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Coury Firm Asset Management's XOM Position: Q3 2023 in Review

Coury Firm Asset Management increased its ExxonMobil (XOM) stake by 3.3% in Q3 2023, buying an estimated $11.6K and bringing the position to 3,342 shares worth $393K. The position accounts for 0.63% of the portfolio, ranked #19.

Coury Firm Asset Management first reported a position in XOM in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.04M in Q3 2022. 3,576 funds tracked by Wall St. Rank hold XOM as of Q3 2023.

Coury Firm Asset Management held 3,342 shares of ExxonMobil worth $393K as of Q3 2023.
Coury Firm Asset Management bought 106 ExxonMobil shares in Q3 2023, an estimated $11.6K.
ExxonMobil made up 0.63% of Coury Firm Asset Management's portfolio in Q3 2023, its #19 holding.
Coury Firm Asset Management first reported a position in ExxonMobil in Q4 2021 and has held it in 8 quarters since.
Coury Firm Asset Management's ExxonMobil position peaked at $1.04M in Q3 2022.
3,576 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2023.

Based on Coury Firm Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.