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Brucke Financial’s Shell SHEL Stock Holding History

Brucke Financial’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 		$419K Buy
5,404
+404
+8% +$34.9K 0.19% 94
2026
Q1 		$465K Sell
5,000
-6,753
-57% -$546K 0.24% 86
2025
Q4 		$864K Buy
11,753
+233
+2% +$17.2K 0.47% 43
2025
Q3 		$863K Buy
11,520
+1,008
+10% +$72.6K 0.51% 39
2025
Q2 		$740K Buy
10,512
+52
+0.5% +$3.49K 0.51% 42
2025
Q1 		$674K Buy
10,460
+202
+2% +$13.6K 0.59% 44
2024
Q4 		$675K Buy
+10,258
New +$672K 0.58% 42

Other funds holding SHEL

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
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

Brucke Financial's SHEL Position: Q2 2026 in Review

Brucke Financial increased its Shell (SHEL) stake by 8.1% in Q2 2026, buying an estimated $34.9K and bringing the position to 5,404 shares worth $419K. The position accounts for 0.19% of the portfolio, ranked #94.

Brucke Financial first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $864K in Q4 2025. 572 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Brucke Financial held 5,404 shares of Shell worth $419K as of Q2 2026.
  • Brucke Financial bought 404 Shell shares in Q2 2026, an estimated $34.9K.
  • Shell made up 0.19% of Brucke Financial's portfolio in Q2 2026, its #94 holding.
  • Brucke Financial first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
  • Brucke Financial's Shell position peaked at $864K in Q4 2025.
  • 572 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Brucke Financial's 13F filing for Q2 2026, filed 21 Jul 2026.