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Sonoma Allocations’s ExxonMobil XOM Stock Holding History

Sonoma Allocations’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
Q2 		$518K Sell
3,786
-450
-11% -$67.3K 0.16% 72
2026
Q1 		$690K Sell
4,236
-804
-16% -$117K 0.24% 66
2025
Q4 		$704K Buy
5,040
+1,227
+32% +$142K 0.23% 55
2025
Q3 		$422K Buy
+3,813
New +$424K 0.15% 82

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sonoma Allocations's XOM Position: Q2 2026 in Review

Sonoma Allocations reduced its ExxonMobil (XOM) stake by 11% in Q2 2026, selling an estimated $67.3K and leaving 3,786 shares worth $518K. The position accounts for 0.16% of the portfolio, ranked #72.

Sonoma Allocations first reported a position in XOM in Q3 2025 and has held it in 4 quarters since. The position peaked at $704K in Q4 2025. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Sonoma Allocations held 3,786 shares of ExxonMobil worth $518K as of Q2 2026.
  • Sonoma Allocations sold 450 ExxonMobil shares in Q2 2026, an estimated $67.3K.
  • ExxonMobil made up 0.16% of Sonoma Allocations's portfolio in Q2 2026, its #72 holding.
  • Sonoma Allocations first reported a position in ExxonMobil in Q3 2025 and has held it in 4 quarters since.
  • Sonoma Allocations's ExxonMobil position peaked at $704K in Q4 2025.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.