Mar Vista Investment Partners’s ExxonMobil XOM Stock Holding History

Mar Vista Investment 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
2015 Q3	–	Sell	-169,533	Closed	-$14.1M	–	59
2015 Q2	$14.1M	Sell	169,533 -2,024	-1%	-$174K	0.78%	32
2015 Q1	$14.6M	Sell	171,557 -3,425	-2%	-$304K	0.83%	32
2014 Q4	$16.2M	Buy	174,982 +8,032	+5%	+$749K	0.95%	32
2014 Q3	$15.7M	Sell	166,950 -6,903	-4%	-$688K	0.96%	31
2014 Q2	$17.5M	Sell	173,853 -65,600	-27%	-$6.62M	1.09%	30
2014 Q1	$23.4M	Buy	239,453 +8,788	+4%	+$838K	1.35%	27
2013 Q4	$23.3M	Buy	230,665 +10,365	+5%	+$958K	1.36%	26
2013 Q3	$19M	Sell	220,300 -110,704	-33%	-$9.98M	1.3%	28
2013 Q2	$29.9M	Buy	+331,004	New	+$29.8M	1.94%	22

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Mar Vista Investment Partners's XOM Position: Q3 2015 in Review

Mar Vista Investment Partners sold out of ExxonMobil (XOM) in Q3 2015, closing a stake of 169,533 shares — an estimated $14.1M sold.

Mar Vista Investment Partners first reported a position in XOM in Q2 2013 and held it in 9 quarters. The position peaked at $29.9M in Q2 2013. 2,018 funds tracked by Wall St. Rank hold XOM as of Q3 2015.

Mar Vista Investment Partners reported no remaining ExxonMobil position as of Q3 2015 after selling out during the quarter.
Mar Vista Investment Partners sold 169,533 ExxonMobil shares in Q3 2015, an estimated $14.1M.
Mar Vista Investment Partners first reported a position in ExxonMobil in Q2 2013 and held it in 9 quarters.
Mar Vista Investment Partners's ExxonMobil position peaked at $29.9M in Q2 2013.
2,018 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2015.

Based on Mar Vista Investment Partners's 13F filing for Q3 2015, filed 3 Nov 2015.