AMIM
SHEL icon

Aull & Monroe Investment Management’s Shell SHEL Stock Holding History

Aull & Monroe Investment Management’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 		$777K Hold
10,021
– – 0.32% 65
2026
Q1 		$932K Sell
10,021
-405
-4% -$32.7K 0.43% 57
2025
Q4 		$766K Sell
10,426
-100
-1% -$7.37K 0.38% 60
2025
Q3 		$753K Sell
10,526
-301
-3% -$21.7K 0.38% 60
2025
Q2 		$762K Hold
10,827
– – 0.41% 62
2025
Q1 		$793K Hold
10,827
– – 0.39% 57
2024
Q4 		$678K Sell
10,827
-303
-3% -$19.9K 0.35% 65
2024
Q3 		$734K Hold
11,130
– – 0.34% 68
2024
Q2 		$803K Sell
11,130
-817
-7% -$58.4K 0.39% 60
2024
Q1 		$801K Hold
11,947
– – 0.37% 66
2023
Q4 		$786K Sell
11,947
-202
-2% -$13.3K 0.39% 66
2023
Q3 		$782K Hold
12,149
– – 0.41% 63
2023
Q2 		$734K Hold
12,149
– – 0.37% 67
2023
Q1 		$699K Sell
12,149
-301
-2% -$17.7K 0.36% 71
2022
Q4 		$709K Hold
12,450
– – 0.35% 67
2022
Q3 		$620K Hold
12,450
– – 0.34% 68
2022
Q2 		$652K Sell
12,450
-102
-0.8% -$5.73K 0.33% 70
2022
Q1 		$689K Buy
+12,552
New +$666K 0.31% 71

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
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

Aull & Monroe Investment Management's SHEL Position: Q2 2026 in Review

Aull & Monroe Investment Management held its Shell (SHEL) position steady in Q2 2026 at 10,021 shares worth $777K. The position accounts for 0.32% of the portfolio, ranked #65.

Aull & Monroe Investment Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $932K in Q1 2026. 473 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Aull & Monroe Investment Management held 10,021 shares of Shell worth $777K as of Q2 2026.
  • Aull & Monroe Investment Management left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.32% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #65 holding.
  • Aull & Monroe Investment Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Aull & Monroe Investment Management's Shell position peaked at $932K in Q1 2026.
  • 473 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.