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Sonora Investment Management’s ExxonMobil XOM Stock Holding History

Sonora Investment Management’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
2021
Q3 		$3.2M Buy
54,378
+11,830
+28% +$674K 0.4% 71
2021
Q2 		$2.68M Buy
42,548
+1,548
+4% +$92.4K 0.35% 77
2021
Q1 		$2.29M Sell
41,000
-1,667
-4% -$87.4K 0.18% 138
2020
Q4 		$1.76M Buy
42,667
+1,283
+3% +$48.1K 0.15% 147
2020
Q3 		$1.42M Buy
41,384
+1,237
+3% +$50.6K 0.13% 142
2020
Q2 		$1.79M Sell
40,147
-4,010
-9% -$180K 0.18% 115
2020
Q1 		$1.68M Sell
44,157
-55,279
-56% -$3.05M 0.2% 110
2019
Q4 		$6.94M Buy
99,436
+12,922
+15% +$894K 0.66% 51
2019
Q3 		$6.11M Buy
86,514
+6,523
+8% +$472K 0.64% 52
2019
Q2 		$6.13M Buy
79,991
+9,024
+13% +$699K 0.68% 46
2019
Q1 		$5.73M Buy
70,967
+7,023
+11% +$535K 0.7% 44
2018
Q4 		$4.36M Sell
63,944
-873
-1% -$68.5K 0.63% 51
2018
Q3 		$5.51M Buy
64,817
+4,695
+8% +$384K 0.76% 46
2018
Q2 		$4.97M Sell
60,122
-2,725
-4% -$217K 0.77% 46
2018
Q1 		$4.69M Buy
62,847
+7,328
+13% +$586K 0.75% 46
2017
Q4 		$4.64M Buy
55,519
+5,011
+10% +$414K 0.75% 47
2017
Q3 		$4.14M Buy
50,508
+5,956
+13% +$473K 0.72% 47
2017
Q2 		$3.6M Buy
44,552
+285
+0.6% +$23.3K 0.68% 45
2017
Q1 		$3.63M Buy
44,267
+5,925
+15% +$495K 0.71% 42
2016
Q4 		$3.46M Buy
38,342
+4,440
+13% +$388K 0.72% 41
2016
Q3 		$2.96M Sell
33,902
-1,348
-4% -$120K 0.62% 49
2016
Q2 		$3.3M Buy
35,250
+2,422
+7% +$214K 0.76% 40
2016
Q1 		$2.87M Buy
32,828
+7,560
+30% +$605K 0.69% 45
2015
Q4 		$1.97M Buy
25,268
+7,007
+38% +$560K 0.51% 58
2015
Q3 		$1.32M Buy
+18,261
New +$1.41M 0.4% 63

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Sonora Investment Management's XOM Position: Q3 2021 in Review

Sonora Investment Management increased its ExxonMobil (XOM) stake by 28% in Q3 2021, buying an estimated $674K and bringing the position to 54,378 shares worth $3.2M. The position accounts for 0.4% of the portfolio, ranked #71.

Sonora Investment Management first reported a position in XOM in Q3 2015 and has held it in 25 quarters since. The position peaked at $6.94M in Q4 2019. 2,723 funds tracked by Wall St. Rank hold XOM as of Q3 2021.

  • Sonora Investment Management held 54,378 shares of ExxonMobil worth $3.2M as of Q3 2021.
  • Sonora Investment Management bought 11,830 ExxonMobil shares in Q3 2021, an estimated $674K.
  • ExxonMobil made up 0.4% of Sonora Investment Management's portfolio in Q3 2021, its #71 holding.
  • Sonora Investment Management first reported a position in ExxonMobil in Q3 2015 and has held it in 25 quarters since.
  • Sonora Investment Management's ExxonMobil position peaked at $6.94M in Q4 2019.
  • 2,723 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.