Shelton Capital Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $34.4M | Buy |
319,129
+30,959
| +11% | +$3.34M | 0.79% | 16 |
|
2025
Q1 | $34.3M | Buy |
288,170
+15,693
| +6% | +$1.87M | 0.82% | 19 |
|
2024
Q4 | $29.3M | Buy |
272,477
+17,640
| +7% | +$1.9M | 0.73% | 16 |
|
2024
Q3 | $29.9M | Buy |
254,837
+25,516
| +11% | +$2.99M | 0.77% | 22 |
|
2024
Q2 | $26.4M | Sell |
229,321
-37,481
| -14% | -$4.31M | 0.72% | 23 |
|
2024
Q1 | $31M | Buy |
266,802
+49,938
| +23% | +$5.8M | 0.88% | 18 |
|
2023
Q4 | $21.7M | Buy |
216,864
+17,639
| +9% | +$1.76M | 0.69% | 26 |
|
2023
Q3 | $23.4M | Buy |
199,225
+40,701
| +26% | +$4.79M | 0.86% | 17 |
|
2023
Q2 | $17M | Buy |
158,524
+50,613
| +47% | +$5.43M | 0.61% | 27 |
|
2023
Q1 | $11.8M | Buy |
107,911
+51,211
| +90% | +$5.62M | 0.49% | 38 |
|
2022
Q4 | $6.25M | Sell |
56,700
-53,235
| -48% | -$5.87M | 0.66% | 29 |
|
2022
Q3 | $9.6M | Sell |
109,935
-8,572
| -7% | -$748K | 0.46% | 53 |
|
2022
Q2 | $10.1M | Sell |
118,507
-12,876
| -10% | -$1.1M | 0.46% | 52 |
|
2022
Q1 | $10.9M | Sell |
131,383
-171,932
| -57% | -$14.2M | 0.4% | 55 |
|
2021
Q4 | $18.6M | Buy |
303,315
+24,168
| +9% | +$1.48M | 0.66% | 26 |
|
2021
Q3 | $16.4M | Buy |
279,147
+5,693
| +2% | +$335K | 0.64% | 26 |
|
2021
Q2 | $17.2M | Buy |
273,454
+26,839
| +11% | +$1.69M | 0.65% | 27 |
|
2021
Q1 | $13.8M | Buy |
246,615
+27,239
| +12% | +$1.52M | 0.48% | 41 |
|
2020
Q4 | $9.04M | Buy |
219,376
+75,194
| +52% | +$3.1M | 0.41% | 49 |
|
2020
Q3 | $4.95M | Sell |
144,182
-3,539
| -2% | -$122K | 0.2% | 100 |
|
2020
Q2 | $6.61M | Sell |
147,721
-15,600
| -10% | -$698K | 0.36% | 56 |
|
2020
Q1 | $6.2M | Buy |
163,321
+5,776
| +4% | +$219K | 0.45% | 41 |
|
2019
Q4 | $11M | Sell |
157,545
-66,390
| -30% | -$4.63M | 0.61% | 32 |
|
2019
Q3 | $15.8M | Sell |
223,935
-1,105
| -0.5% | -$78K | 0.93% | 15 |
|
2019
Q2 | $17.2M | Buy |
225,040
+206,879
| +1,139% | +$15.9M | 0.99% | 14 |
|
2019
Q1 | $225K | Sell |
18,161
-154,394
| -89% | -$1.91M | 0.89% | 14 |
|
2018
Q4 | $11.8M | Sell |
172,555
-3,980
| -2% | -$271K | 0.8% | 22 |
|
2018
Q3 | $15M | Sell |
176,535
-41,053
| -19% | -$3.49M | 0.86% | 21 |
|
2018
Q2 | $18M | Buy |
217,588
+2,654
| +1% | +$220K | 1.12% | 11 |
|
2018
Q1 | $16M | Sell |
214,934
-3,002
| -1% | -$224K | 1.05% | 12 |
|
2017
Q4 | $18.2M | Buy |
217,936
+685
| +0.3% | +$57.3K | 1.17% | 10 |
|
2017
Q3 | $17.8M | Buy |
217,251
+9,975
| +5% | +$818K | 1.2% | 12 |
|
2017
Q2 | $16.7M | Sell |
207,276
-21,004
| -9% | -$1.7M | 1.18% | 12 |
|
2017
Q1 | $18.7M | Buy |
228,280
+8,358
| +4% | +$685K | 1.3% | 7 |
|
2016
Q4 | $19.9M | Buy |
219,922
+25,802
| +13% | +$2.33M | 1.51% | 7 |
|
2016
Q3 | $16.9M | Buy |
194,120
+5,435
| +3% | +$474K | 1.41% | 8 |
|
2016
Q2 | $17.7M | Buy |
188,685
+6,342
| +3% | +$594K | 1.56% | 7 |
|
2016
Q1 | $15.2M | Buy |
182,343
+6,776
| +4% | +$566K | 1.38% | 7 |
|
2015
Q4 | $13.7M | Buy |
175,567
+9,829
| +6% | +$766K | 1.32% | 10 |
|
2015
Q3 | $12.3M | Sell |
165,738
-9,535
| -5% | -$709K | 1.36% | 9 |
|
2015
Q2 | $14.6M | Sell |
175,273
-4,739
| -3% | -$394K | 1.51% | 7 |
|
2015
Q1 | $15.3M | Buy |
180,012
+40,014
| +29% | +$3.4M | 1.65% | 4 |
|
2014
Q4 | $12.9M | Buy |
139,998
+61,790
| +79% | +$5.71M | 1.51% | 6 |
|
2014
Q3 | $7.36M | Sell |
78,208
-7,534
| -9% | -$709K | 0.99% | 13 |
|
2014
Q2 | $8.63M | Sell |
85,742
-5,058
| -6% | -$509K | 1.21% | 7 |
|
2014
Q1 | $8.87M | Sell |
90,800
-688
| -0.8% | -$67.2K | 1.3% | 7 |
|
2013
Q4 | $9.26M | Sell |
91,488
-12,295
| -12% | -$1.24M | 1.4% | 5 |
|
2013
Q3 | $8.93M | Buy |
103,783
+6,931
| +7% | +$596K | 1.49% | 5 |
|
2013
Q2 | $8.75M | Buy |
+96,852
| New | +$8.75M | 1.6% | 4 |
|