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B. Riley Wealth Advisors’s Shell SHEL Stock Holding History

B. Riley Wealth Advisors’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 		$816K Sell
10,614
-372
-3% -$32.1K 0.04% 350
2026
Q1 		$1.02M Sell
10,986
-326
-3% -$26.3K 0.06% 287
2025
Q4 		$831K Buy
11,312
+81
+0.7% +$5.97K 0.04% 385
2025
Q3 		$803K Sell
11,231
-3,097
-22% -$223K 0.04% 390
2025
Q2 		$1.01M Buy
+14,328
New +$960K 0.05% 353
2024
Q4 		$1.15M Sell
18,318
-1,113
-6% -$72.9K 0.04% 412
2024
Q3 		$1.31M Sell
19,431
-3,793
-16% -$269K 0.04% 431
2024
Q2 		$1.68M Sell
23,224
-7,675
-25% -$549K 0.04% 388
2024
Q1 		$1.99M Buy
30,899
+4,364
+16% +$280K 0.05% 359
2023
Q4 		$1.75M Sell
26,535
-4,364
-14% -$286K 0.05% 389
2023
Q3 		$1.99M Buy
30,899
+3,192
+12% +$199K 0.05% 359
2023
Q2 		$1.67M Buy
27,707
+154
+0.6% +$9.24K 0.04% 416
2023
Q1 		$1.59M Buy
27,553
+3,679
+15% +$216K 0.04% 413
2022
Q4 		$1.36M Buy
23,874
+811
+4% +$44.7K 0.04% 444
2022
Q3 		$1.15M Buy
23,063
+9,525
+70% +$491K 0.03% 465
2022
Q2 		$709K Sell
13,538
-2,541
-16% -$143K 0.03% 519
2022
Q1 		$885K Buy
+16,079
New +$854K 0.03% 530

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

B. Riley Wealth Advisors's SHEL Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Shell (SHEL) stake by 3.4% in Q2 2026, selling an estimated $32.1K and leaving 10,614 shares worth $816K. The position accounts for 0.04% of the portfolio, ranked #350.

B. Riley Wealth Advisors first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.99M in Q1 2024. 381 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • B. Riley Wealth Advisors held 10,614 shares of Shell worth $816K as of Q2 2026.
  • B. Riley Wealth Advisors sold 372 Shell shares in Q2 2026, an estimated $32.1K.
  • Shell made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #350 holding.
  • B. Riley Wealth Advisors first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • B. Riley Wealth Advisors's Shell position peaked at $1.99M in Q1 2024.
  • 381 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.