Fountainhead AM
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Fountainhead AM’s ExxonMobil XOM Stock Holding History

Fountainhead AM’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
2026
Q3 		$407K Buy
2,504
+766
+44% +$120K 0.28% 63
2026
Q2 		$238K Sell
1,738
-397
-19% -$59.4K 0.18% 83
2026
Q1 		$362K Buy
2,135
+563
+36% +$82.2K 0.33% 58
2025
Q4 		$189K Sell
1,572
-7,144
-82% -$829K 0.28% 65
2025
Q3 		$983K Buy
8,716
+886
+11% +$98.5K 0.13% 76
2025
Q2 		$844K Buy
7,830
+584
+8% +$62.4K 0.12% 72
2025
Q1 		$862K Buy
7,246
+1,104
+18% +$122K 0.14% 56
2024
Q4 		$661K Buy
6,142
+1,212
+25% +$142K 0.12% 66
2024
Q3 		$578K Sell
4,930
-46
-0.9% -$5.31K 0.12% 64
2024
Q2 		$573K Buy
4,976
+3,250
+188% +$379K 0.14% 59
2024
Q1 		$201K Buy
+1,726
New +$181K 0.05% 131
2023
Q4 		– Sell
-2,488
Closed -$293K – 125
2023
Q3 		$293K Sell
2,488
-2,323
-48% -$255K 0.1% 69
2023
Q2 		$516K Sell
4,811
-133
-3% -$14.5K 0.18% 44
2023
Q1 		$542K Sell
4,944
-784
-14% -$86.7K 0.21% 42
2022
Q4 		$632K Buy
5,728
+380
+7% +$40.7K 0.28% 37
2022
Q3 		$467K Buy
5,348
+21
+0.4% +$1.92K 0.24% 37
2022
Q2 		$456K Sell
5,327
-66
-1% -$5.95K 0.25% 36
2022
Q1 		$445K Buy
5,393
+108
+2% +$8.4K 0.2% 40
2021
Q4 		$323K Buy
5,285
+31
+0.6% +$1.94K 0.14% 54
2021
Q3 		$309K Sell
5,254
-1,182
-18% -$67.4K 0.15% 48
2021
Q2 		$359K Hold
6,436
– – 0.19% 41
2021
Q1 		$359K Buy
6,436
+35
+0.5% +$1.84K 0.19% 41
2020
Q4 		$264K Buy
+6,401
New +$240K 0.16% 43

Other funds holding XOM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fountainhead AM's XOM Position: Q3 2026 in Review

Fountainhead AM increased its ExxonMobil (XOM) stake by 44% in Q3 2026, buying an estimated $120K and bringing the position to 2,504 shares worth $407K. The position accounts for 0.28% of the portfolio, ranked #63.

Fountainhead AM first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $983K in Q3 2025. 2,995 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Fountainhead AM held 2,504 shares of ExxonMobil worth $407K as of Q3 2026.
  • Fountainhead AM bought 766 ExxonMobil shares in Q3 2026, an estimated $120K.
  • ExxonMobil made up 0.28% of Fountainhead AM's portfolio in Q3 2026, its #63 holding.
  • Fountainhead AM first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
  • Fountainhead AM's ExxonMobil position peaked at $983K in Q3 2025.
  • 2,995 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Fountainhead AM's 13F filing for Q3 2026, filed 5 Nov 2026.