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Beaird Harris Wealth Management’s Shell SHEL Stock Holding History

Beaird Harris Wealth 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 		$2.14K Hold
28
– – ﹤0.01% 523
2026
Q1 		$2.57K Hold
28
– – ﹤0.01% 469
2025
Q4 		$2.03K Sell
28
-51
-65% -$3.76K ﹤0.01% 523
2025
Q3 		$5.62K Buy
79
+42
+114% +$3.02K ﹤0.01% 415
2025
Q2 		$2.61K Hold
37
– – ﹤0.01% 476
2025
Q1 		$2.71K Hold
37
– – ﹤0.01% 420
2024
Q4 		$2.32K Sell
37
-357
-91% -$23.4K ﹤0.01% 422
2024
Q3 		$26K Sell
394
-321
-45% -$22.7K ﹤0.01% 276
2024
Q2 		$51.6K Buy
715
+321
+81% +$22.9K ﹤0.01% 218
2024
Q1 		$26.4K Sell
394
-54
-12% -$3.46K ﹤0.01% 254
2023
Q4 		$29.5K Buy
448
+385
+611% +$25.3K ﹤0.01% 228
2023
Q3 		$4.06K Buy
63
+54
+600% +$3.36K ﹤0.01% 321
2023
Q2 		$544 Sell
9
-100
-92% -$6K ﹤0.01% 424
2023
Q1 		$6.27K Sell
109
-285
-72% -$16.8K ﹤0.01% 303
2022
Q4 		$22.4K Buy
394
+385
+4,278% +$21.2K ﹤0.01% 245
2022
Q3 		$0 Hold
9
– – ﹤0.01% 527
2022
Q2 		$0 Sell
9
-91
-91% -$5.11K ﹤0.01% 572
2022
Q1 		$5K Buy
+100
New +$5.31K ﹤0.01% 429

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

Beaird Harris Wealth Management's SHEL Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Shell (SHEL) position steady in Q2 2026 at 28 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Beaird Harris Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $51.6K in Q2 2024. 268 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Beaird Harris Wealth Management held 28 shares of Shell worth $2.14K as of Q2 2026.
  • Beaird Harris Wealth Management left its Shell share count unchanged in Q2 2026.
  • Shell made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #523 holding.
  • Beaird Harris Wealth Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Beaird Harris Wealth Management's Shell position peaked at $51.6K in Q2 2024.
  • 268 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.