Sonata Capital Group’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 | – | Sell |
-3,462
| Closed | -$587K | – | 133 |
|
|
2026
Q1 | $587K | Hold |
3,462
| – | – | 0.22% | 74 |
|
|
2025
Q4 | $417K | Hold |
3,462
| – | – | 0.15% | 83 |
|
|
2025
Q3 | $390K | Sell |
3,462
-94
| -3% | -$10.4K | 0.14% | 88 |
|
|
2025
Q2 | $383K | Sell |
3,556
-106
| -3% | -$11.3K | 0.15% | 80 |
|
|
2025
Q1 | $436K | Hold |
3,662
| – | – | 0.19% | 78 |
|
|
2024
Q4 | $394K | Hold |
3,662
| – | – | 0.16% | 79 |
|
|
2024
Q3 | $429K | Hold |
3,662
| – | – | 0.18% | 77 |
|
|
2024
Q2 | $422K | Hold |
3,662
| – | – | 0.22% | 57 |
|
|
2024
Q1 | $426K | Buy |
3,662
+200
| +6% | +$20.9K | 0.19% | 76 |
|
|
2023
Q4 | $346K | Hold |
3,462
| – | – | 0.17% | 82 |
|
|
2023
Q3 | $407K | Hold |
3,462
| – | – | 0.22% | 74 |
|
|
2023
Q2 | $371K | Hold |
3,462
| – | – | 0.19% | 73 |
|
|
2023
Q1 | $380K | Hold |
3,462
| – | – | 0.21% | 74 |
|
|
2022
Q4 | $382K | Hold |
3,462
| – | – | 0.21% | 72 |
|
|
2022
Q3 | $302K | Hold |
3,462
| – | – | 0.17% | 82 |
|
|
2022
Q2 | $296K | Hold |
3,462
| – | – | 0.15% | 88 |
|
|
2022
Q1 | $286K | Buy |
3,462
+116
| +3% | +$9.02K | 0.13% | 98 |
|
|
2021
Q4 | $205K | Buy |
+3,346
| New | +$209K | 0.09% | 120 |
|
|
2021
Q3 | – | Sell |
-3,613
| Closed | -$228K | – | 129 |
|
|
2021
Q2 | $228K | Sell |
3,613
-380
| -10% | -$22.7K | 0.1% | 119 |
|
|
2021
Q1 | $223K | Buy |
+3,993
| New | +$209K | 0.11% | 120 |
|
|
2020
Q1 | – | Sell |
-3,726
| Closed | -$260K | – | 117 |
|
|
2019
Q4 | $260K | Hold |
3,726
| – | – | 0.16% | 94 |
|
|
2019
Q3 | $263K | Hold |
3,726
| – | – | 0.18% | 90 |
|
|
2019
Q2 | $286K | Sell |
3,726
-181
| -5% | -$14K | 0.2% | 87 |
|
|
2019
Q1 | $316K | Hold |
3,907
| – | – | 0.24% | 80 |
|
|
2018
Q4 | $266K | Hold |
3,907
| – | – | 0.22% | 86 |
|
|
2018
Q3 | $332K | Sell |
3,907
-500
| -11% | -$40.9K | 0.23% | 81 |
|
|
2018
Q2 | $365K | Sell |
4,407
-122
| -3% | -$9.72K | 0.26% | 79 |
|
|
2018
Q1 | $338K | Sell |
4,529
-497
| -10% | -$39.7K | 0.25% | 82 |
|
|
2017
Q4 | $420K | Sell |
5,026
-246
| -5% | -$20.3K | 0.3% | 76 |
|
|
2017
Q3 | $432K | Hold |
5,272
| – | – | 0.32% | 75 |
|
|
2017
Q2 | $426K | Sell |
5,272
-250
| -5% | -$20.5K | 0.32% | 71 |
|
|
2017
Q1 | $453K | Buy |
5,522
+50
| +0.9% | +$4.18K | 0.34% | 65 |
|
|
2016
Q4 | $494K | Hold |
5,472
| – | – | 0.38% | 55 |
|
|
2016
Q3 | $478K | Hold |
5,472
| – | – | 0.39% | 59 |
|
|
2016
Q2 | $513K | Hold |
5,472
| – | – | 0.44% | 54 |
|
|
2016
Q1 | $457K | Sell |
5,472
-500
| -8% | -$40K | 0.4% | 57 |
|
|
2015
Q4 | $466K | Hold |
5,972
| – | – | 0.41% | 59 |
|
|
2015
Q3 | $444K | Sell |
5,972
-200
| -3% | -$15.4K | 0.41% | 56 |
|
|
2015
Q2 | $514K | Sell |
6,172
-204
| -3% | -$17.5K | 0.44% | 54 |
|
|
2015
Q1 | $542K | Sell |
6,376
-42
| -0.7% | -$3.72K | 0.48% | 54 |
|
|
2014
Q4 | $593K | Buy |
+6,418
| New | +$598K | 0.54% | 46 |
|
Other funds holding XOM
FWIA
Sonata Capital Group's XOM Position: Q2 2026 in Review
Sonata Capital Group sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 3,462 shares — an estimated $587K sold.
Sonata Capital Group first reported a position in XOM in Q4 2014 and held it in 41 quarters. The position peaked at $593K in Q4 2014. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Sonata Capital Group reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
- Sonata Capital Group sold 3,462 ExxonMobil shares in Q2 2026, an estimated $587K.
- Sonata Capital Group first reported a position in ExxonMobil in Q4 2014 and held it in 41 quarters.
- Sonata Capital Group's ExxonMobil position peaked at $593K in Q4 2014.
- 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.