SCM
X

Shelton Capital Management’s US Steel X Stock Holding History

Shelton Capital Management’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,194
Closed -$346K – 746
2025
Q1 		$346K Sell
8,194
-250
-3% -$9.46K 0.01% 420
2024
Q4 		$287K Sell
8,444
-401
-5% -$14.8K 0.01% 521
2024
Q3 		$312K Sell
8,845
-271
-3% -$10.3K 0.01% 480
2024
Q2 		$345K Sell
9,116
-503
-5% -$19.2K 0.01% 431
2024
Q1 		$392K Hold
9,619
– – 0.01% 420
2023
Q4 		$468K Sell
9,619
-1,106
-10% -$40.2K 0.01% 349
2023
Q3 		$348K Sell
10,725
-658
-6% -$18.5K 0.01% 402
2023
Q2 		$285K Hold
11,383
– – 0.01% 524
2023
Q1 		$297K Sell
11,383
-764
-6% -$21.2K 0.01% 478
2022
Q4 		$304K Sell
12,147
-1,581
-12% -$36.5K 0.03% 420
2022
Q3 		$249K Hold
13,728
– – 0.01% 528
2022
Q2 		$246K Hold
13,728
– – 0.01% 569
2022
Q1 		$518K Sell
13,728
-845
-6% -$22.9K 0.02% 352
2021
Q4 		$347K Hold
14,573
– – 0.01% 494
2021
Q3 		$320K Hold
14,573
– – 0.01% 527
2021
Q2 		$350K Hold
14,573
– – 0.01% 502
2021
Q1 		$381K Buy
14,573
+4,328
+42% +$85.5K 0.01% 458
2020
Q4 		$172K Hold
10,245
– – 0.01% 701
2020
Q3 		$75K Hold
10,245
– – ﹤0.01% 746
2020
Q2 		$74K Sell
10,245
-1,533
-13% -$12K ﹤0.01% 651
2020
Q1 		$74K Hold
11,778
– – 0.01% 611
2019
Q4 		$134K Hold
11,778
– – 0.01% 796
2019
Q3 		$136K Hold
11,778
– – 0.01% 781
2019
Q2 		$180K Buy
11,778
+11,548
+5,021% +$178K 0.01% 782
2019
Q1 		$11.8K Sell
230
-11,548
-98% -$246K 0.05% 344
2018
Q4 		$215K Hold
11,778
– – 0.01% 665
2018
Q3 		$359K Hold
11,778
– – 0.02% 499
2018
Q2 		$409K Sell
11,778
-1,093
-8% -$39.1K 0.03% 422
2018
Q1 		$453K Sell
12,871
-1,131
-8% -$44.6K 0.03% 386
2017
Q4 		$493K Hold
14,002
– – 0.03% 383
2017
Q3 		$359K Hold
14,002
– – 0.02% 488
2017
Q2 		$310K Hold
14,002
– – 0.02% 553
2017
Q1 		$473K Hold
14,002
– – 0.03% 393
2016
Q4 		$462K Hold
14,002
– – 0.04% 388
2016
Q3 		$264K Buy
+14,002
New +$289K 0.02% 623
2015
Q4 		– Sell
-16,130
Closed -$168K – 762
2015
Q3 		$168K Sell
16,130
-1,600
-9% -$26.8K 0.02% 714
2015
Q2 		$366K Hold
17,730
– – 0.04% 495
2015
Q1 		$433K Buy
17,730
+176
+1% +$4.18K 0.05% 438
2014
Q4 		$469K Sell
17,554
-3,517
-17% -$117K 0.05% 393
2014
Q3 		$825K Buy
+21,071
New +$738K 0.11% 189

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAWM
Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Shelton Capital Management's X Position: Q2 2025 in Review

Shelton Capital Management sold out of US Steel (X) in Q2 2025, closing a stake of 8,194 shares — an estimated $346K sold.

Shelton Capital Management first reported a position in X in Q3 2014 and held it in 40 quarters. The position peaked at $825K in Q3 2014. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Shelton Capital Management reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Shelton Capital Management sold 8,194 US Steel shares in Q2 2025, an estimated $346K.
  • Shelton Capital Management first reported a position in US Steel in Q3 2014 and held it in 40 quarters.
  • Shelton Capital Management's US Steel position peaked at $825K in Q3 2014.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Shelton Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.