Marcus Capital’s ExxonMobil XOM Stock Holding History

Marcus Capital’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 Q3	$291K	Sell	3,425 -100	-3%	-$8.18K	0.85%	36
2018 Q2	$292K	Sell	3,525 -150	-4%	-$12K	0.93%	36
2018 Q1	$274K	Sell	3,675 -125	-3%	-$9.99K	1.01%	31
2017 Q4	$318K	Sell	3,800 -5,400	-59%	-$447K	1.22%	33
2017 Q3	$754K	Sell	9,200 -5,000	-35%	-$397K	1.07%	38
2017 Q2	$1.15M	Sell	14,200 -175	-1%	-$14.3K	0.98%	40
2017 Q1	$1.18M	Buy	14,375 +400	+3%	+$33.4K	1.1%	38
2016 Q4	$1.26M	Sell	13,975 -125	-0.9%	-$10.9K	1.36%	35
2016 Q3	$1.23M	Hold	14,100	–	–	1.18%	39
2016 Q2	$1.32M	Hold	14,100	–	–	1.39%	32
2016 Q1	$1.18M	Hold	14,100	–	–	1.3%	37
2015 Q4	$1.1M	Buy	+14,100	New	+$1.13M	1.17%	35

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Marcus Capital's XOM Position: Q3 2018 in Review

Marcus Capital reduced its ExxonMobil (XOM) stake by 2.8% in Q3 2018, selling an estimated $8.18K and leaving 3,425 shares worth $291K. The position accounts for 0.85% of the portfolio, ranked #36.

Marcus Capital first reported a position in XOM in Q4 2015 and has held it in 12 quarters since. The position peaked at $1.32M in Q2 2016. 2,424 funds tracked by Wall St. Rank hold XOM as of Q3 2018.

Marcus Capital held 3,425 shares of ExxonMobil worth $291K as of Q3 2018.
Marcus Capital sold 100 ExxonMobil shares in Q3 2018, an estimated $8.18K.
ExxonMobil made up 0.85% of Marcus Capital's portfolio in Q3 2018, its #36 holding.
Marcus Capital first reported a position in ExxonMobil in Q4 2015 and has held it in 12 quarters since.
Marcus Capital's ExxonMobil position peaked at $1.32M in Q2 2016.
2,424 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2018.

Based on Marcus Capital's 13F filing for Q3 2018, filed 13 Nov 2018.