AP
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Appleton Partners’s Shell SHEL Stock Holding History

Appleton Partners’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 		$233K Sell
3,000
-86
-3% -$7.42K 0.01% 267
2026
Q1 		$287K Hold
3,086
– – 0.02% 239
2025
Q4 		$227K Hold
3,086
– – 0.02% 250
2025
Q3 		$221K Buy
3,086
+62
+2% +$4.46K 0.01% 244
2025
Q2 		$213K Buy
3,024
+199
+7% +$13.3K 0.02% 241
2025
Q1 		$207K Buy
+2,825
New +$190K 0.02% 235
2024
Q3 		– Sell
-2,772
Closed -$200K – 260
2024
Q2 		$200K Buy
+2,772
New +$198K 0.02% 257
2024
Q1 		– Sell
-3,184
Closed -$210K – 285
2023
Q4 		$210K Sell
3,184
-33
-1% -$2.17K 0.02% 282
2023
Q3 		$207K Sell
3,217
-158
-5% -$9.84K 0.02% 282
2023
Q2 		$204K Buy
+3,375
New +$203K 0.02% 285
2022
Q2 		– Sell
-3,787
Closed -$208K – 306
2022
Q1 		$208K Buy
+3,787
New +$201K 0.02% 300

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
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 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
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Appleton Partners's SHEL Position: Q2 2026 in Review

Appleton Partners reduced its Shell (SHEL) stake by 2.8% in Q2 2026, selling an estimated $7.42K and leaving 3,000 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #267.

Appleton Partners first reported a position in SHEL in Q1 2022 and has held it in 11 quarters since. The position peaked at $287K in Q1 2026. 375 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Appleton Partners held 3,000 shares of Shell worth $233K as of Q2 2026.
  • Appleton Partners sold 86 Shell shares in Q2 2026, an estimated $7.42K.
  • Shell made up 0.01% of Appleton Partners's portfolio in Q2 2026, its #267 holding.
  • Appleton Partners first reported a position in Shell in Q1 2022 and has held it in 11 quarters since.
  • Appleton Partners's Shell position peaked at $287K in Q1 2026.
  • 375 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.