Sonata Capital Group’s ExxonMobil XOM Stock Holding History

Sonata Capital Group’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	$563K	Buy	+3,462	New	+$541K	0.18%	75
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%	-$9.7K	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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sonata Capital Group's XOM Position: Q3 2026 in Review

Sonata Capital Group opened a new position in ExxonMobil (XOM) in Q3 2026: 3,462 shares worth $563K. The stake represents 0.18% of the portfolio and ranks #75 among its holdings. This is a return to the name: Sonata Capital Group previously reported a position in XOM as recently as Q1 2026.

Sonata Capital Group first reported a position in XOM in Q4 2014 and has held it in 42 quarters since. The position peaked at $593K in Q4 2014. 3,198 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Sonata Capital Group held 3,462 shares of ExxonMobil worth $563K as of Q3 2026.
ExxonMobil was a new Sonata Capital Group position in Q3 2026.
ExxonMobil made up 0.18% of Sonata Capital Group's portfolio in Q3 2026, its #75 holding.
Sonata Capital Group first reported a position in ExxonMobil in Q4 2014 and has held it in 42 quarters since.
Sonata Capital Group's ExxonMobil position peaked at $593K in Q4 2014.
3,198 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Sonata Capital Group's 13F filing for Q3 2026, filed 19 Oct 2026.