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Ballew Advisors’s Shell SHEL Stock Holding History

Ballew 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 		$305K Buy
3,909
+5
+0.1% +$432 0.16% 100
2026
Q1 		$356K Sell
3,904
-196
-5% -$15.8K 0.2% 88
2025
Q4 		$300K Sell
4,100
-195
-5% -$14.4K 0.17% 95
2025
Q3 		$308K Buy
4,295
+305
+8% +$22K 0.17% 93
2025
Q2 		$287K Buy
3,990
+4
+0.1% +$268 0.17% 92
2025
Q1 		$247K Buy
3,986
+5
+0.1% +$337 0.17% 97
2024
Q4 		$259K Sell
3,981
-195
-5% -$12.8K 0.17% 93
2024
Q3 		$285K Buy
4,176
+5
+0.1% +$354 0.19% 87
2024
Q2 		$304K Buy
4,171
+50
+1% +$3.57K 0.2% 83
2024
Q1 		$299K Sell
4,121
-195
-5% -$12.5K 0.21% 84
2023
Q4 		$267K Buy
4,316
+62
+1% +$4.07K 0.2% 84
2023
Q3 		$264K Buy
4,254
+5
+0.1% +$311 0.22% 84
2023
Q2 		$259K Sell
4,249
-500
-11% -$30K 0.19% 89
2023
Q1 		$283K Buy
4,749
+8
+0.2% +$471 0.21% 84
2022
Q4 		$283K Sell
4,741
-3
-0.1% -$165 0.22% 79
2022
Q3 		$243K Buy
4,744
+4
+0.1% +$206 0.22% 82
2022
Q2 		$219K Buy
+4,740
New +$266K 0.2% 83

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

Ballew Advisors's SHEL Position: Q2 2026 in Review

Ballew Advisors increased its Shell (SHEL) stake by 0.13% in Q2 2026, buying an estimated $432 and bringing the position to 3,909 shares worth $305K. The position accounts for 0.16% of the portfolio, ranked #100.

Ballew Advisors first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $356K in Q1 2026. 384 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Ballew Advisors held 3,909 shares of Shell worth $305K as of Q2 2026.
  • Ballew Advisors bought 5 Shell shares in Q2 2026, an estimated $432.
  • Shell made up 0.16% of Ballew Advisors's portfolio in Q2 2026, its #100 holding.
  • Ballew Advisors first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
  • Ballew Advisors's Shell position peaked at $356K in Q1 2026.
  • 384 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Ballew Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.