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Sonora Investment Management Group’s ExxonMobil XOM Stock Holding History

Sonora Investment Management 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
2025
Q3 		$7.14M Sell
63,359
-781
-1% -$86.8K 0.51% 56
2025
Q2 		$6.91M Buy
64,140
+1,526
+2% +$163K 0.51% 57
2025
Q1 		$7.45M Sell
62,614
-4,727
-7% -$523K 0.59% 55
2024
Q4 		$7.24M Buy
67,341
+858
+1% +$100K 0.56% 57
2024
Q3 		$7.79M Buy
66,483
+13,499
+25% +$1.56M 0.58% 60
2024
Q2 		$6.16M Hold
52,984
– – 0.48% 69
2024
Q1 		$6.16M Sell
52,984
-1,238
-2% -$130K 0.48% 69
2023
Q4 		$5.42M Sell
54,222
-7,314
-12% -$769K 0.44% 77
2023
Q3 		$7.24M Buy
61,536
+9,081
+17% +$996K 0.62% 59
2023
Q2 		$5.63M Sell
52,455
-2,018
-4% -$220K 0.47% 75
2023
Q1 		$5.97M Buy
54,473
+732
+1% +$81K 0.52% 73
2022
Q4 		$5.93M Sell
53,741
-909
-2% -$97.4K 0.54% 75
2022
Q3 		$4.68M Hold
54,650
– – 0.6% 62
2022
Q2 		$4.68M Sell
54,650
-1,128
-2% -$102K 0.44% 82
2022
Q1 		$4.61M Buy
55,778
+882
+2% +$68.6K 0.52% 67
2021
Q4 		$3.36M Buy
+54,896
New +$3.43M 0.39% 74

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sonora Investment Management Group's XOM Position: Q3 2025 in Review

Sonora Investment Management Group reduced its ExxonMobil (XOM) stake by 1.2% in Q3 2025, selling an estimated $86.8K and leaving 63,359 shares worth $7.14M. The position accounts for 0.51% of the portfolio, ranked #56.

Sonora Investment Management Group first reported a position in XOM in Q4 2021 and has held it in 16 quarters since. The position peaked at $7.79M in Q3 2024. 4,215 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

  • Sonora Investment Management Group held 63,359 shares of ExxonMobil worth $7.14M as of Q3 2025.
  • Sonora Investment Management Group sold 781 ExxonMobil shares in Q3 2025, an estimated $86.8K.
  • ExxonMobil made up 0.51% of Sonora Investment Management Group's portfolio in Q3 2025, its #56 holding.
  • Sonora Investment Management Group first reported a position in ExxonMobil in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's ExxonMobil position peaked at $7.79M in Q3 2024.
  • 4,215 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.