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Exelixis shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Exelixis (EXEL) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Exelixis

Tip: Access up to 7 years of quarterly data

All positions including Exelixis held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Exelixis by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $256k 6.2k 41.30
2025-06-30 $252k 5.7k 44.08
2025-03-31 $207k 5.6k 36.92
2024-09-30 $61k 2.4k 25.95

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Capital Performance Advisors

Top funds holding Exelixis

BlackRock
Vanguard Group
Farallon Capital Management
Renaissance Technologies
State Street Corporation
AQR Capital Management
Hanna Zanoni
LSV Asset Management
Geode Capital Management
Invesco
Arrowstreet Capital, Limited Partnership
Dimensional Fund Advisors
Morgan Stanley
Assetmark
Caisse de depot et placement du Quebec

View all funds holding Exelixis