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MacGuire Cheswick & Tuttle Investment Counsel’s ExxonMobil XOM Stock Holding History

MacGuire Cheswick & Tuttle Investment Counsel’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
2018
Q4 		$6.15M Sell
90,172
-1,398
-2% -$110K 1.29% 32
2018
Q3 		$7.79M Sell
91,570
-2,258
-2% -$185K 1.34% 29
2018
Q2 		$7.76M Sell
93,828
-1,283
-1% -$102K 1.43% 25
2018
Q1 		$7.1M Sell
95,111
-2,150
-2% -$172K 1.32% 30
2017
Q4 		$8.13M Sell
97,261
-5,359
-5% -$443K 1.48% 27
2017
Q3 		$8.41M Sell
102,620
-1,301
-1% -$103K 1.65% 24
2017
Q2 		$8.39M Sell
103,921
-13,467
-11% -$1.1M 1.7% 22
2017
Q1 		$9.63M Sell
117,388
-808
-0.7% -$67.5K 1.87% 22
2016
Q4 		$10.7M Sell
118,196
-1,379
-1% -$121K 2.2% 19
2016
Q3 		$10.4M Sell
119,575
-3,168
-3% -$281K 2.34% 17
2016
Q2 		$11.5M Buy
122,743
+7,595
+7% +$672K 2.56% 16
2016
Q1 		$9.63M Sell
115,148
-45,944
-29% -$3.68M 2.24% 20
2015
Q4 		$12.6M Sell
161,092
-5,595
-3% -$447K 2.82% 14
2015
Q3 		$12.4M Sell
166,687
-685
-0.4% -$52.8K 3.03% 10
2015
Q2 		$13.9M Buy
167,372
+200
+0.1% +$17.2K 3.11% 7
2015
Q1 		$14.2M Sell
167,172
-15,450
-8% -$1.37M 3.21% 6
2014
Q4 		$16.9M Sell
182,622
-3,882
-2% -$362K 3.78% 1
2014
Q3 		$17.5M Sell
186,504
-20,888
-10% -$2.08M 4.09% 1
2014
Q2 		$20.9M Sell
207,392
-7,077
-3% -$714K 4.85% 1
2014
Q1 		$20.9M Sell
214,469
-2,443
-1% -$233K 5.07% 1
2013
Q4 		$22M Sell
216,912
-870
-0.4% -$80.4K 5.29% 1
2013
Q3 		$18.7M Sell
217,782
-1,410
-0.6% -$127K 5.15% 1
2013
Q2 		$19.8M Buy
+219,192
New +$19.7M 5.67% 1

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MacGuire Cheswick & Tuttle Investment Counsel's XOM Position: Q4 2018 in Review

MacGuire Cheswick & Tuttle Investment Counsel reduced its ExxonMobil (XOM) stake by 1.5% in Q4 2018, selling an estimated $110K and leaving 90,172 shares worth $6.15M. The position accounts for 1.29% of the portfolio, ranked #32.

MacGuire Cheswick & Tuttle Investment Counsel first reported a position in XOM in Q2 2013 and has held it in 23 quarters since. The position peaked at $22M in Q4 2013. 2,571 funds tracked by Wall St. Rank hold XOM as of Q4 2018.

  • MacGuire Cheswick & Tuttle Investment Counsel held 90,172 shares of ExxonMobil worth $6.15M as of Q4 2018.
  • MacGuire Cheswick & Tuttle Investment Counsel sold 1,398 ExxonMobil shares in Q4 2018, an estimated $110K.
  • ExxonMobil made up 1.29% of MacGuire Cheswick & Tuttle Investment Counsel's portfolio in Q4 2018, its #32 holding.
  • MacGuire Cheswick & Tuttle Investment Counsel first reported a position in ExxonMobil in Q2 2013 and has held it in 23 quarters since.
  • MacGuire Cheswick & Tuttle Investment Counsel's ExxonMobil position peaked at $22M in Q4 2013.
  • 2,571 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2018.

Based on MacGuire Cheswick & Tuttle Investment Counsel's 13F filing for Q4 2018, filed 11 Feb 2019.