Shelton Capital Management’s Texas Pacific Land TPL Stock Holding History

Shelton Capital Management’s Portfolio TPL Stock Details TPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,818	Closed	-$1.38M	–	789
2025 Q4	$1.38M	Hold	4,818	–	–	0.03%	251
2025 Q3	$1.5M	Sell	4,818 -2,400	-33%	-$756K	0.03%	241
2025 Q2	$2.54M	Buy	7,218 +1,200	+20%	+$491K	0.06%	214
2025 Q1	$2.66M	Buy	6,018 +300	+5%	+$134K	0.06%	207
2024 Q4	$2.11M	Buy	5,718 +3,534	+162%	+$1.44M	0.05%	225
2024 Q3	$644K	Hold	2,184	–	–	0.02%	304
2024 Q2	$535K	Buy	+2,184	New	+$458K	0.01%	331

Other funds holding TPL

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Shelton Capital Management's TPL Position: Q1 2026 in Review

Shelton Capital Management sold out of Texas Pacific Land (TPL) in Q1 2026, closing a stake of 4,818 shares — an estimated $1.38M sold.

Shelton Capital Management first reported a position in TPL in Q2 2024 and held it in 7 quarters. The position peaked at $2.66M in Q1 2025. 863 funds tracked by Wall St. Rank hold TPL as of Q1 2026.

Shelton Capital Management reported no remaining Texas Pacific Land position as of Q1 2026 after selling out during the quarter.
Shelton Capital Management sold 4,818 Texas Pacific Land shares in Q1 2026, an estimated $1.38M.
Shelton Capital Management first reported a position in Texas Pacific Land in Q2 2024 and held it in 7 quarters.
Shelton Capital Management's Texas Pacific Land position peaked at $2.66M in Q1 2025.
863 funds tracked by Wall St. Rank held Texas Pacific Land as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.