DDFG Inc’s ExxonMobil XOM Stock Holding History

DDFG Inc’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 Q2	$4.04M	Sell	29,555 -950	-3%	-$142K	0.8%	29
2026 Q1	$5.18M	Buy	30,505 +16	+0.1%	+$2.33K	1.12%	26
2025 Q4	$3.67M	Buy	30,489 +3,314	+12%	+$384K	0.8%	28
2025 Q3	$3.06M	Buy	27,175 +474	+2%	+$52.7K	0.71%	27
2025 Q2	$2.88M	Sell	26,701 -92	-0.3%	-$9.84K	0.72%	26
2025 Q1	$3.19M	Buy	26,793 +409	+2%	+$45.2K	0.88%	23
2024 Q4	$2.84M	Buy	26,384 +416	+2%	+$48.7K	0.82%	24
2024 Q3	$3.04M	Buy	25,968 +168	+0.7%	+$19.4K	0.87%	22
2024 Q2	$2.97M	Buy	25,800 +48	+0.2%	+$5.59K	0.92%	21
2024 Q1	$2.99M	Buy	25,752 +2,266	+10%	+$237K	0.95%	21
2023 Q4	$2.35M	Sell	23,486 -1,206	-5%	-$127K	0.79%	22
2023 Q3	$2.9M	Hold	24,692	–	–	1.07%	22
2023 Q2	$2.65M	Sell	24,692 -250	-1%	-$27.3K	0.97%	23
2023 Q1	$2.74M	Hold	24,942	–	–	1.06%	23
2022 Q4	$2.75M	Buy	+24,942	New	+$2.67M	1.14%	25

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

DDFG Inc's XOM Position: Q2 2026 in Review

DDFG Inc reduced its ExxonMobil (XOM) stake by 3.1% in Q2 2026, selling an estimated $142K and leaving 29,555 shares worth $4.04M. The position accounts for 0.8% of the portfolio, ranked #29.

DDFG Inc first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.18M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

DDFG Inc held 29,555 shares of ExxonMobil worth $4.04M as of Q2 2026.
DDFG Inc sold 950 ExxonMobil shares in Q2 2026, an estimated $142K.
ExxonMobil made up 0.8% of DDFG Inc's portfolio in Q2 2026, its #29 holding.
DDFG Inc first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
DDFG Inc's ExxonMobil position peaked at $5.18M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.