Mar Vista Investment Partners’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-169,533
| Closed | -$14.1M | – | 59 |
|
|
2015
Q2 | $14.1M | Sell |
169,533
-2,024
| -1% | -$168K | 0.78% | 32 |
|
|
2015
Q1 | $14.6M | Sell |
171,557
-3,425
| -2% | -$291K | 0.83% | 32 |
|
|
2014
Q4 | $16.2M | Buy |
174,982
+8,032
| +5% | +$743K | 0.95% | 32 |
|
|
2014
Q3 | $15.7M | Sell |
166,950
-6,903
| -4% | -$649K | 0.96% | 31 |
|
|
2014
Q2 | $17.5M | Sell |
173,853
-65,600
| -27% | -$6.6M | 1.09% | 30 |
|
|
2014
Q1 | $23.4M | Buy |
239,453
+8,788
| +4% | +$858K | 1.35% | 27 |
|
|
2013
Q4 | $23.3M | Buy |
230,665
+10,365
| +5% | +$1.05M | 1.36% | 26 |
|
|
2013
Q3 | $19M | Sell |
220,300
-110,704
| -33% | -$9.53M | 1.3% | 28 |
|
|
2013
Q2 | $29.9M | Buy |
+331,004
| New | +$29.9M | 1.94% | 22 |
|