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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
Q3 		$4.81M Buy
29,565
+10
+0% +$1.56K 0.95% 28
2026
Q2 		$4.04M Sell
29,555
-950
-3% -$142K 0.8% 29
2026
Q1 		$5.18M Buy
30,505
+16
+0.1% +$2.34K 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% -$9.8K 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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

DDFG Inc's XOM Position: Q3 2026 in Review

DDFG Inc increased its ExxonMobil (XOM) stake by 0.03% in Q3 2026, buying an estimated $1.56K and bringing the position to 29,565 shares worth $4.81M. The position accounts for 0.95% of the portfolio, ranked #28.

DDFG Inc first reported a position in XOM in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.18M in Q1 2026. 2,238 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • DDFG Inc held 29,565 shares of ExxonMobil worth $4.81M as of Q3 2026.
  • DDFG Inc bought 10 ExxonMobil shares in Q3 2026, an estimated $1.56K.
  • ExxonMobil made up 0.95% of DDFG Inc's portfolio in Q3 2026, its #28 holding.
  • DDFG Inc first reported a position in ExxonMobil in Q4 2022 and has held it in 16 quarters since.
  • DDFG Inc's ExxonMobil position peaked at $5.18M in Q1 2026.
  • 2,238 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.