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Armstrong Advisory Group’s Shell SHEL Stock Holding History

Armstrong Advisory Group’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 		$56.9K Buy
733
+3
+0.4% +$259 ﹤0.01% 413
2026
Q1 		$67.8K Sell
730
-34
-4% -$2.75K ﹤0.01% 367
2025
Q4 		$56.1K Buy
764
+4
+0.5% +$295 ﹤0.01% 387
2025
Q3 		$54.4K Buy
760
+3
+0.4% +$216 ﹤0.01% 385
2025
Q2 		$53.3K Sell
757
-334
-31% -$22.4K ﹤0.01% 379
2025
Q1 		$68.3K Hold
1,091
– – 0.01% 326
2024
Q4 		$68.3K Buy
1,091
+4
+0.4% +$262 0.01% 326
2024
Q3 		$71.7K Sell
1,087
-73
-6% -$5.17K 0.01% 318
2024
Q2 		$83.8K Buy
1,160
+83
+8% +$5.93K 0.01% 289
2024
Q1 		$70.9K Hold
1,077
– – 0.01% 297
2023
Q4 		$70.9K Sell
1,077
-496
-32% -$32.5K 0.01% 297
2023
Q3 		$101K Sell
1,573
-1,418
-47% -$88.3K 0.01% 236
2023
Q2 		$181K Buy
2,991
+6
+0.2% +$360 0.02% 181
2023
Q1 		$172K Buy
2,985
+3
+0.1% +$176 0.02% 179
2022
Q4 		$170K Buy
+2,982
New +$164K 0.02% 183

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

Armstrong Advisory Group's SHEL Position: Q2 2026 in Review

Armstrong Advisory Group increased its Shell (SHEL) stake by 0.41% in Q2 2026, buying an estimated $259 and bringing the position to 733 shares worth $56.9K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Armstrong Advisory Group first reported a position in SHEL in Q4 2022 and has held it in 15 quarters since. The position peaked at $181K in Q2 2023. 273 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Armstrong Advisory Group held 733 shares of Shell worth $56.9K as of Q2 2026.
  • Armstrong Advisory Group bought 3 Shell shares in Q2 2026, an estimated $259.
  • Shell made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #413 holding.
  • Armstrong Advisory Group first reported a position in Shell in Q4 2022 and has held it in 15 quarters since.
  • Armstrong Advisory Group's Shell position peaked at $181K in Q2 2023.
  • 273 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.