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Avantra Family Wealth’s Shell SHEL Stock Holding History

Avantra Family Wealth’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 		$516K Sell
6,651
-5,217
-44% -$450K 0.33% 95
2026
Q1 		$1.1M Sell
11,868
-3,305
-22% -$267K 0.82% 32
2025
Q4 		$1.11M Buy
15,173
+408
+3% +$30.1K 0.81% 38
2025
Q3 		$1.06M Buy
14,765
+930
+7% +$67K 0.79% 35
2025
Q2 		$974K Buy
13,835
+514
+4% +$34.5K 0.8% 30
2025
Q1 		$976K Buy
13,321
+325
+3% +$21.9K 0.94% 33
2024
Q4 		$814K Buy
+12,996
New +$852K 0.76% 40

Other funds holding SHEL

MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
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
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Avantra Family Wealth's SHEL Position: Q2 2026 in Review

Avantra Family Wealth reduced its Shell (SHEL) stake by 44% in Q2 2026, selling an estimated $450K and leaving 6,651 shares worth $516K. The position accounts for 0.33% of the portfolio, ranked #95.

Avantra Family Wealth first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.11M in Q4 2025. 676 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Avantra Family Wealth held 6,651 shares of Shell worth $516K as of Q2 2026.
  • Avantra Family Wealth sold 5,217 Shell shares in Q2 2026, an estimated $450K.
  • Shell made up 0.33% of Avantra Family Wealth's portfolio in Q2 2026, its #95 holding.
  • Avantra Family Wealth first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
  • Avantra Family Wealth's Shell position peaked at $1.11M in Q4 2025.
  • 676 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.