First Foundation Advisors’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.24M | Sell |
45,672
-794
| -2% | -$119K | 0.22% | 71 |
|
|
2026
Q1 | $7.88M | Sell |
46,466
-1,611
| -3% | -$235K | 0.32% | 55 |
|
|
2025
Q4 | $5.79M | Sell |
48,077
-2,719
| -5% | -$315K | 0.22% | 70 |
|
|
2025
Q3 | $5.73M | Sell |
50,796
-1,693
| -3% | -$188K | 0.21% | 74 |
|
|
2025
Q2 | $5.66M | Sell |
52,489
-1,873
| -3% | -$200K | 0.21% | 75 |
|
|
2025
Q1 | $6.47M | Sell |
54,362
-11,181
| -17% | -$1.24M | 0.26% | 62 |
|
|
2024
Q4 | $7.05M | Sell |
65,543
-10,117
| -13% | -$1.18M | 0.27% | 65 |
|
|
2024
Q3 | $8.87M | Sell |
75,660
-5,730
| -7% | -$662K | 0.33% | 58 |
|
|
2024
Q2 | $9.37M | Buy |
81,390
+561
| +0.7% | +$65.3K | 0.36% | 61 |
|
|
2024
Q1 | $9.4M | Buy |
80,829
+62,400
| +339% | +$6.53M | 0.38% | 60 |
|
|
2023
Q4 | $1.84M | Sell |
18,429
-10,570
| -36% | -$1.11M | 0.08% | 122 |
|
|
2023
Q3 | $3.41M | Sell |
28,999
-4,527
| -14% | -$497K | 0.16% | 88 |
|
|
2023
Q2 | $3.6M | Buy |
33,526
+62
| +0.2% | +$6.76K | 0.16% | 90 |
|
|
2023
Q1 | $3.67M | Buy |
33,464
+741
| +2% | +$82K | 0.17% | 89 |
|
|
2022
Q4 | $3.61M | Sell |
32,723
-5,702
| -15% | -$611K | 0.17% | 95 |
|
|
2022
Q3 | $3.35M | Buy |
38,425
+5,004
| +15% | +$457K | 0.16% | 90 |
|
|
2022
Q2 | $2.86M | Sell |
33,421
-643
| -2% | -$58K | 0.13% | 102 |
|
|
2022
Q1 | $2.81M | Sell |
34,064
-68
| -0.2% | -$5.29K | 0.1% | 112 |
|
|
2021
Q4 | $2.09M | Buy |
34,132
+2,108
| +7% | +$132K | 0.07% | 129 |
|
|
2021
Q3 | $1.88M | Sell |
32,024
-5,228
| -14% | -$298K | 0.07% | 141 |
|
|
2021
Q2 | $2.35M | Buy |
37,252
+4,745
| +15% | +$283K | 0.09% | 127 |
|
|
2021
Q1 | $1.81M | Sell |
32,507
-16,039
| -33% | -$841K | 0.08% | 144 |
|
|
2020
Q4 | $2M | Sell |
48,546
-778
| -2% | -$29.2K | 0.09% | 134 |
|
|
2020
Q3 | $1.69M | Sell |
49,324
-4,604
| -9% | -$188K | 0.08% | 134 |
|
|
2020
Q2 | $2.41M | Sell |
53,928
-9,383
| -15% | -$421K | 0.12% | 102 |
|
|
2020
Q1 | $2.4M | Buy |
63,311
+19,738
| +45% | +$1.09M | 0.15% | 98 |
|
|
2019
Q4 | $3.04M | Buy |
43,573
+1,712
| +4% | +$118K | 0.15% | 95 |
|
|
2019
Q3 | $2.96M | Sell |
41,861
-3,289
| -7% | -$238K | 0.16% | 88 |
|
|
2019
Q2 | $3.46M | Sell |
45,150
-40
| -0.1% | -$3.1K | 0.19% | 84 |
|
|
2019
Q1 | $3.65M | Sell |
45,190
-761
| -2% | -$58K | 0.22% | 80 |
|
|
2018
Q4 | $3.13M | Sell |
45,951
-157
| -0.3% | -$12.3K | 0.2% | 78 |
|
|
2018
Q3 | $3.92M | Sell |
46,108
-2,388
| -5% | -$195K | 0.22% | 75 |
|
|
2018
Q2 | $4.01M | Sell |
48,496
-15,285
| -24% | -$1.22M | 0.24% | 66 |
|
|
2018
Q1 | $4.76M | Sell |
63,781
-12,952
| -17% | -$1.04M | 0.27% | 61 |
|
|
2017
Q4 | $6.42M | Sell |
76,733
-460
| -0.6% | -$38K | 0.35% | 53 |
|
|
2017
Q3 | $6.33M | Sell |
77,193
-5,693
| -7% | -$452K | 0.36% | 52 |
|
|
2017
Q2 | $6.69M | Buy |
82,886
+3,691
| +5% | +$302K | 0.39% | 51 |
|
|
2017
Q1 | $6.5M | Buy |
79,195
+16,639
| +27% | +$1.39M | 0.4% | 52 |
|
|
2016
Q4 | $5.65M | Buy |
62,556
+8,404
| +16% | +$734K | 0.37% | 56 |
|
|
2016
Q3 | $4.73M | Buy |
54,152
+10,517
| +24% | +$933K | 0.33% | 62 |
|
|
2016
Q2 | $4.09M | Buy |
43,635
+21,011
| +93% | +$1.86M | 0.29% | 66 |
|
|
2016
Q1 | $1.89M | Sell |
22,624
-139
| -0.6% | -$11.1K | 0.14% | 93 |
|
|
2015
Q4 | $1.77M | Sell |
22,763
-1,473
| -6% | -$118K | 0.12% | 99 |
|
|
2015
Q3 | $1.8M | Sell |
24,236
-843
| -3% | -$65K | 0.15% | 87 |
|
|
2015
Q2 | $2.09M | Sell |
25,079
-2,802
| -10% | -$241K | 0.17% | 81 |
|
|
2015
Q1 | $2.37M | Buy |
27,881
+1,766
| +7% | +$157K | 0.2% | 67 |
|
|
2014
Q4 | $2.41M | Sell |
26,115
-2,048
| -7% | -$191K | 0.21% | 63 |
|
|
2014
Q3 | $2.65M | Sell |
28,163
-6,263
| -18% | -$624K | 0.26% | 52 |
|
|
2014
Q2 | $3.47M | Buy |
34,426
+7,499
| +28% | +$756K | 0.38% | 43 |
|
|
2014
Q1 | $2.63M | Sell |
26,927
-8,883
| -25% | -$847K | 0.33% | 46 |
|
|
2013
Q4 | $3.62M | Sell |
35,810
-32,046
| -47% | -$2.96M | 0.49% | 42 |
|
|
2013
Q3 | $5.84M | Buy |
67,856
+36,832
| +119% | +$3.32M | 0.91% | 38 |
|
|
2013
Q2 | $2.8M | Buy |
+31,024
| New | +$2.79M | 0.55% | 38 |
|
Other funds holding XOM
First Foundation Advisors's XOM Position: Q2 2026 in Review
First Foundation Advisors reduced its ExxonMobil (XOM) stake by 1.7% in Q2 2026, selling an estimated $119K and leaving 45,672 shares worth $6.24M. The position accounts for 0.22% of the portfolio, ranked #71.
First Foundation Advisors first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.4M in Q1 2024. 4,256 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- First Foundation Advisors held 45,672 shares of ExxonMobil worth $6.24M as of Q2 2026.
- First Foundation Advisors sold 794 ExxonMobil shares in Q2 2026, an estimated $119K.
- ExxonMobil made up 0.22% of First Foundation Advisors's portfolio in Q2 2026, its #71 holding.
- First Foundation Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
- First Foundation Advisors's ExxonMobil position peaked at $9.4M in Q1 2024.
- 4,256 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.