AC
SHEL icon

Apella Capital’s Shell SHEL Stock Holding History

Apella Capital’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$463K Buy
5,650
+1,603
+40% +$138K 0.01% 485
2026
Q1 		$355K Buy
4,047
+513
+15% +$41.5K 0.01% 522
2025
Q4 		$260K Buy
3,534
+612
+21% +$45.1K 0.01% 471
2025
Q3 		$209K Buy
+2,922
New +$210K ﹤0.01% 446

Other funds holding SHEL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apella Capital's SHEL Position: Q2 2026 in Review

Apella Capital increased its Shell (SHEL) stake by 40% in Q2 2026, buying an estimated $138K and bringing the position to 5,650 shares worth $463K. The position accounts for 0.01% of the portfolio, ranked #485.

Apella Capital first reported a position in SHEL in Q3 2025 and has held it in 4 quarters since. 268 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Apella Capital held 5,650 shares of Shell worth $463K as of Q2 2026.
  • Apella Capital bought 1,603 Shell shares in Q2 2026, an estimated $138K.
  • Shell made up 0.01% of Apella Capital's portfolio in Q2 2026, its #485 holding.
  • Apella Capital first reported a position in Shell in Q3 2025 and has held it in 4 quarters since.
  • 268 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.