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Shelton Capital Management’s ExxonMobil XOM Stock Holding History

Shelton Capital 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
2025
Q3 		– Sell
-3,744
Closed -$10K – 775
2025
Q2 		$10K Buy
+3,744
New +$400K ﹤0.01% 715

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Shelton Capital Management's XOM Position: Q2 2026 in Review

Shelton Capital Management reduced its ExxonMobil (XOM) stake by 25% in Q2 2026, selling an estimated $4.94M and leaving 98,761 shares worth $13.5M. The position accounts for 0.25% of the portfolio, ranked #88.

Shelton Capital Management first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $39.2M in Q4 2025. 4,271 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Shelton Capital Management held 98,761 shares of ExxonMobil worth $13.5M as of Q2 2026.
  • Shelton Capital Management sold 32,990 ExxonMobil shares in Q2 2026, an estimated $4.94M.
  • ExxonMobil made up 0.25% of Shelton Capital Management's portfolio in Q2 2026, its #88 holding.
  • Shelton Capital Management first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
  • Shelton Capital Management's ExxonMobil position peaked at $39.2M in Q4 2025.
  • 4,271 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.