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Archford Capital Strategies’s Shell SHEL Stock Holding History

Archford Capital Strategies’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 		$4.43M Sell
57,122
-22,040
-28% -$1.9M 0.45% 56
2026
Q1 		$7.36M Buy
79,162
+25,669
+48% +$2.07M 0.84% 33
2025
Q4 		$3.93M Buy
53,493
+11,184
+26% +$824K 0.46% 50
2025
Q3 		$3.03M Buy
42,309
+15,413
+57% +$1.11M 0.36% 63
2025
Q2 		$1.89M Buy
+26,896
New +$1.8M 0.24% 97

Other funds holding SHEL

PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 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

Archford Capital Strategies's SHEL Position: Q2 2026 in Review

Archford Capital Strategies reduced its Shell (SHEL) stake by 28% in Q2 2026, selling an estimated $1.9M and leaving 57,122 shares worth $4.43M. The position accounts for 0.45% of the portfolio, ranked #56.

Archford Capital Strategies first reported a position in SHEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.36M in Q1 2026. 505 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Archford Capital Strategies held 57,122 shares of Shell worth $4.43M as of Q2 2026.
  • Archford Capital Strategies sold 22,040 Shell shares in Q2 2026, an estimated $1.9M.
  • Shell made up 0.45% of Archford Capital Strategies's portfolio in Q2 2026, its #56 holding.
  • Archford Capital Strategies first reported a position in Shell in Q2 2025 and has held it in 5 quarters since.
  • Archford Capital Strategies's Shell position peaked at $7.36M in Q1 2026.
  • 505 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.