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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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.