Shelton Wealth Management’s ExxonMobil XOM Stock Holding History

Shelton Wealth 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
2026 Q2	$566K	Sell	4,140 -605	-13%	-$90.5K	0.22%	95
2026 Q1	$805K	Sell	4,745 -534	-10%	-$77.9K	0.35%	85
2025 Q4	$635K	Buy	5,279 +348	+7%	+$40.4K	0.27%	89
2025 Q3	$556K	Sell	4,931 -2,843	-37%	-$316K	0.25%	89
2025 Q2	$838K	Buy	7,774 +10	+0.1%	+$1.07K	0.4%	84
2025 Q1	$923K	Buy	7,764 +8	+0.1%	+$885	0.5%	68
2024 Q4	$834K	Buy	7,756 +9	+0.1%	+$1.05K	0.43%	83
2024 Q3	$908K	Sell	7,747 -916	-11%	-$106K	0.49%	69
2024 Q2	$997K	Buy	8,663 +4,470	+107%	+$521K	0.57%	50
2024 Q1	$487K	Hold	4,193	–	–	0.31%	81
2023 Q4	$419K	Hold	4,193	–	–	0.3%	63
2023 Q3	$493K	Hold	4,193	–	–	0.39%	34
2023 Q2	$450K	Hold	4,193	–	–	0.35%	37
2023 Q1	$460K	Buy	4,193 +886	+27%	+$98K	0.37%	35
2022 Q4	$365K	Hold	3,307	–	–	0.29%	45
2022 Q3	$289K	Hold	3,307	–	–	0.26%	48
2022 Q2	$283K	Hold	3,307	–	–	0.24%	51
2022 Q1	$273K	Hold	3,307	–	–	0.22%	57
2021 Q4	$202K	Buy	+3,307	New	+$207K	0.16%	71

Other funds holding XOM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Shelton Wealth Management reduced its ExxonMobil (XOM) stake by 13% in Q2 2026, selling an estimated $90.5K and leaving 4,140 shares worth $566K. The position accounts for 0.22% of the portfolio, ranked #95.

Shelton Wealth Management first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $997K in Q2 2024. 877 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Shelton Wealth Management held 4,140 shares of ExxonMobil worth $566K as of Q2 2026.
Shelton Wealth Management sold 605 ExxonMobil shares in Q2 2026, an estimated $90.5K.
ExxonMobil made up 0.22% of Shelton Wealth Management's portfolio in Q2 2026, its #95 holding.
Shelton Wealth Management first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
Shelton Wealth Management's ExxonMobil position peaked at $997K in Q2 2024.
877 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.