FIRST FOUNDATION ADVISORS

Endowment

Position in XOM — ExxonMobil Holdings Corp

CIK 1086763 Irvine, CA

Position in XOM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$6,244,274

-$1,639,146 QoQ

Shares Held

45,672

-1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#1,012

of 3,870 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Energy · as of Jun 30, 2026

FIRST FOUNDATION ADVISORS holds $15,095,660 across 4 Oil & Gas Integrated names. XOM ranks #1 (41.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	45,672	$6,244,274
2	CVX	Chevron Corp	26,696	$4,425,128
3	SU	Suncor Energy Inc	76,313	$4,096,481
4	SHEL	Shell plc	4,253	$329,777

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,244,274	45,672	-1.7%	Shares	Defined	2026-08-14
2026-03-31	$7,883,420	46,466	-3.4%	Shares	Defined	2026-05-04
2025-12-31	$5,785,585	48,077	-5.4%	Shares	Defined	2026-02-04
2025-09-30	$5,727,249	50,796	-3.2%	Shares	Sole	2025-11-17
2025-06-30	$5,658,313	52,489	-3.4%	Shares	Sole	2025-08-14
2025-03-31	$6,465,272	54,362	-17.1%	Shares	Sole	2025-05-08
2024-12-31	$7,050,459	65,543	-13.4%	Shares	Sole	2025-02-13
2024-09-30	$8,868,865	75,660	-7.0%	Shares	Sole	2024-11-14
2024-06-30	$9,369,615	81,390	+0.7%	Shares	Sole	2024-08-06
2024-03-31	$9,395,562	80,829	+338.6%	Shares	Sole	2024-05-10
2023-12-31	$1,842,530	18,429	-36.4%	Shares	Sole	2024-02-14
2023-09-30	$3,409,701	28,999	-13.5%	Shares	Defined	2023-11-15
2023-06-30	$3,595,663	33,526	+0.2%	Shares	Defined	2023-08-14
2023-03-31	$3,669,661	33,464	+2.3%	Shares	Sole	2023-05-12
2022-12-31	$3,609,346	32,723	-14.8%	Shares	Sole	2023-02-14
2022-09-30	$3,354,886	38,425	+15.0%	Shares	Sole	2022-11-14
2022-06-30	$2,862,174	33,421	-1.9%	Shares	Sole	2022-08-12
2022-03-31	$2,813,345	34,064	-0.2%	Shares	Sole	2022-05-05
2021-12-31	$2,088,537	34,132	+6.6%	Shares	Sole	2022-02-14
2021-09-30	$1,883,651	32,024	-14.0%	Shares	Sole	2021-11-15
2021-06-30	$2,349,856	37,252	+14.6%	Shares	Sole	2021-08-13
2021-03-31	$1,814,865	32,507	-33.0%	Shares	Sole	2021-05-18
2020-12-31	$2,001,066	48,546	-1.6%	Shares	Sole	2021-02-16
2020-09-30	$1,693,292	49,324	-8.5%	Shares	Sole	2020-11-12
2020-06-30	$2,411,660	53,928	-14.8%	Shares	Sole	2020-08-14
2020-03-31	$2,403,918	63,311	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.