Shelton Capital Management’s ExxonMobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$22.4M Sell
131,751
-194,276
-60% -$28.4M 0.49% 46
2025
Q4
$39.2M Buy
326,027
+4,833
+2% +$561K 0.77% 21
2025
Q3
$36.2M Buy
321,194
+2,065
+0.6% +$230K 0.78% 16
2025
Q2
$34.4M Buy
319,129
+30,959
+11% +$3.31M 0.79% 16
2025
Q1
$34.3M Buy
288,170
+15,693
+6% +$1.74M 0.82% 19
2024
Q4
$29.3M Buy
272,477
+17,640
+7% +$2.06M 0.73% 16
2024
Q3
$29.9M Buy
254,837
+25,516
+11% +$2.95M 0.77% 22
2024
Q2
$26.4M Sell
229,321
-37,481
-14% -$4.37M 0.72% 23
2024
Q1
$31M Buy
266,802
+49,938
+23% +$5.22M 0.88% 18
2023
Q4
$21.7M Buy
216,864
+17,639
+9% +$1.85M 0.69% 26
2023
Q3
$23.4M Buy
199,225
+40,701
+26% +$4.46M 0.86% 17
2023
Q2
$17M Buy
158,524
+50,613
+47% +$5.52M 0.61% 27
2023
Q1
$11.8M Buy
107,911
+51,211
+90% +$5.66M 0.49% 38
2022
Q4
$6.25M Sell
56,700
-53,235
-48% -$5.7M 0.66% 29
2022
Q3
$9.6M Sell
109,935
-8,572
-7% -$783K 0.46% 53
2022
Q2
$10.1M Sell
118,507
-12,876
-10% -$1.16M 0.46% 52
2022
Q1
$10.9M Sell
131,383
-171,932
-57% -$13.4M 0.4% 55
2021
Q4
$18.6M Buy
303,315
+24,168
+9% +$1.51M 0.66% 26
2021
Q3
$16.4M Buy
279,147
+5,693
+2% +$324K 0.64% 26
2021
Q2
$17.2M Buy
273,454
+26,839
+11% +$1.6M 0.65% 27
2021
Q1
$13.8M Buy
246,615
+27,239
+12% +$1.43M 0.48% 41
2020
Q4
$9.04M Buy
219,376
+75,194
+52% +$2.82M 0.41% 51
2020
Q3
$4.95M Sell
144,182
-3,539
-2% -$145K 0.2% 103
2020
Q2
$6.61M Sell
147,721
-15,600
-10% -$700K 0.36% 58
2020
Q1
$6.2M Buy
163,321
+5,776
+4% +$319K 0.45% 46
2019
Q4
$11M Sell
157,545
-66,390
-30% -$4.59M 0.61% 32
2019
Q3
$15.8M Sell
223,935
-1,105
-0.5% -$79.9K 0.93% 16
2019
Q2
$17.2M Buy
225,040
+206,879
+1,139% +$16M 0.99% 15
2019
Q1
$225K Sell
18,161
-154,394
-89% -$11.8M 0.89% 14
2018
Q4
$11.8M Sell
172,555
-3,980
-2% -$312K 0.8% 23
2018
Q3
$15M Sell
176,535
-41,053
-19% -$3.36M 0.86% 21
2018
Q2
$18M Buy
217,588
+2,654
+1% +$211K 1.12% 11
2018
Q1
$16M Sell
214,934
-3,002
-1% -$240K 1.05% 12
2017
Q4
$18.2M Buy
217,936
+685
+0.3% +$56.7K 1.17% 10
2017
Q3
$17.8M Buy
217,251
+9,975
+5% +$792K 1.2% 12
2017
Q2
$16.7M Sell
207,276
-21,004
-9% -$1.72M 1.18% 12
2017
Q1
$18.7M Buy
228,280
+8,358
+4% +$698K 1.3% 8
2016
Q4
$19.9M Buy
219,922
+25,802
+13% +$2.25M 1.51% 7
2016
Q3
$16.9M Buy
194,120
+5,435
+3% +$482K 1.41% 9
2016
Q2
$17.7M Buy
188,685
+6,342
+3% +$561K 1.56% 8
2016
Q1
$15.2M Buy
182,343
+6,776
+4% +$543K 1.38% 8
2015
Q4
$13.7M Buy
175,567
+9,829
+6% +$786K 1.32% 11
2015
Q3
$12.3M Sell
165,738
-9,535
-5% -$735K 1.36% 10
2015
Q2
$14.6M Sell
175,273
-4,739
-3% -$407K 1.51% 7
2015
Q1
$15.3M Buy
180,012
+40,014
+29% +$3.55M 1.65% 4
2014
Q4
$12.9M Buy
139,998
+61,790
+79% +$5.76M 1.51% 6
2014
Q3
$7.36M Sell
78,208
-7,534
-9% -$750K 0.99% 13
2014
Q2
$8.63M Sell
85,742
-5,058
-6% -$510K 1.21% 7
2014
Q1
$8.87M Sell
90,800
-688
-0.8% -$65.6K 1.3% 7
2013
Q4
$9.26M Sell
91,488
-12,295
-12% -$1.14M 1.4% 5
2013
Q3
$8.93M Buy
103,783
+6,931
+7% +$625K 1.49% 5
2013
Q2
$8.75M Buy
+96,852
New +$8.71M 1.6% 4

Other funds holding XOM

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

Shelton Capital Management reduced its ExxonMobil (XOM) stake by 60% in Q1 2026, selling an estimated $28.4M and leaving 131,751 shares worth $22.4M. The position accounts for 0.49% of the portfolio, ranked #46.

Shelton Capital Management first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. The position peaked at $39.2M in Q4 2025. 4,767 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Shelton Capital Management held 131,751 shares of ExxonMobil worth $22.4M as of Q1 2026.
  • Shelton Capital Management sold 194,276 ExxonMobil shares in Q1 2026, an estimated $28.4M.
  • ExxonMobil made up 0.49% of Shelton Capital Management's portfolio in Q1 2026, its #46 holding.
  • Shelton Capital Management first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
  • Shelton Capital Management's ExxonMobil position peaked at $39.2M in Q4 2025.
  • 4,767 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

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