Fountainhead AM’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $844K | Buy |
7,830
+584
| +8% | +$63K | 0.12% | 72 |
|
|
2025
Q1 | $862K | Buy |
7,246
+1,104
| +18% | +$131K | 0.14% | 56 |
|
|
2024
Q4 | $661K | Buy |
6,142
+1,212
| +25% | +$130K | 0.12% | 66 |
|
|
2024
Q3 | $578K | Sell |
4,930
-46
| -0.9% | -$5.39K | 0.12% | 64 |
|
|
2024
Q2 | $573K | Buy |
4,976
+3,250
| +188% | +$374K | 0.14% | 59 |
|
|
2024
Q1 | $201K | Buy |
+1,726
| New | +$201K | 0.05% | 130 |
|
|
2023
Q4 | – | Sell |
-2,488
| Closed | -$293K | – | 124 |
|
|
2023
Q3 | $293K | Sell |
2,488
-2,323
| -48% | -$273K | 0.1% | 68 |
|
|
2023
Q2 | $516K | Sell |
4,811
-133
| -3% | -$14.3K | 0.18% | 43 |
|
|
2023
Q1 | $542K | Sell |
4,944
-784
| -14% | -$86K | 0.21% | 42 |
|
|
2022
Q4 | $632K | Buy |
5,728
+380
| +7% | +$41.9K | 0.28% | 37 |
|
|
2022
Q3 | $467K | Buy |
5,348
+21
| +0.4% | +$1.83K | 0.24% | 37 |
|
|
2022
Q2 | $456K | Sell |
5,327
-66
| -1% | -$5.65K | 0.25% | 36 |
|
|
2022
Q1 | $445K | Buy |
5,393
+108
| +2% | +$8.91K | 0.2% | 40 |
|
|
2021
Q4 | $323K | Buy |
5,285
+31
| +0.6% | +$1.9K | 0.14% | 54 |
|
|
2021
Q3 | $309K | Sell |
5,254
-1,182
| -18% | -$69.5K | 0.15% | 48 |
|
|
2021
Q2 | $359K | Hold |
6,436
| – | – | 0.19% | 41 |
|
|
2021
Q1 | $359K | Buy |
6,436
+35
| +0.5% | +$1.95K | 0.19% | 41 |
|
|
2020
Q4 | $264K | Buy |
+6,401
| New | +$264K | 0.16% | 43 |
|