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BigSur Wealth Management’s Shell SHEL Stock Holding History

BigSur 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 		$511K Hold
6,586
– – 0.12% 122
2026
Q1 		$612K Hold
6,586
– – 0.17% 110
2025
Q4 		$484K Hold
6,586
– – 0.12% 120
2025
Q3 		$471K Hold
6,586
– – 0.12% 122
2025
Q2 		$464K Buy
6,586
+50
+0.8% +$3.35K 0.12% 124
2025
Q1 		$479K Hold
6,536
– – 0.13% 119
2024
Q4 		$409K Sell
6,536
-230
-3% -$15.1K 0.12% 122
2024
Q3 		$446K Buy
6,766
+230
+4% +$16.3K 0.12% 122
2024
Q2 		$472K Buy
6,536
+1,500
+30% +$107K 0.14% 116
2024
Q1 		$338K Buy
5,036
+1,500
+42% +$96.1K 0.11% 122
2023
Q4 		$233K Hold
3,536
– – 0.11% 100
2023
Q3 		$228K Hold
3,536
– – 0.11% 96
2023
Q2 		$214K Buy
+3,536
New +$212K 0.1% 110

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

BigSur Wealth Management's SHEL Position: Q2 2026 in Review

BigSur Wealth Management held its Shell (SHEL) position steady in Q2 2026 at 6,586 shares worth $511K. The position accounts for 0.12% of the portfolio, ranked #122.

BigSur Wealth Management first reported a position in SHEL in Q2 2023 and has held it in 13 quarters since. The position peaked at $612K in Q1 2026. 428 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • BigSur Wealth Management held 6,586 shares of Shell worth $511K as of Q2 2026.
  • BigSur Wealth Management left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.12% of BigSur Wealth Management's portfolio in Q2 2026, its #122 holding.
  • BigSur Wealth Management first reported a position in Shell in Q2 2023 and has held it in 13 quarters since.
  • BigSur Wealth Management's Shell position peaked at $612K in Q1 2026.
  • 428 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.