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Burney Company’s Shell SHEL Stock Holding History

Burney Company’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 		$2.13M Sell
27,526
-776
-3% -$67K 0.06% 230
2026
Q1 		$2.63M Sell
28,302
-1,749
-6% -$141K 0.08% 190
2025
Q4 		$2.21M Buy
30,051
+1,025
+4% +$75.5K 0.07% 230
2025
Q3 		$2.08M Buy
29,026
+49
+0.2% +$3.53K 0.07% 230
2025
Q2 		$2.04M Sell
28,977
-1,040
-3% -$69.7K 0.07% 223
2025
Q1 		$2.2M Buy
30,017
+51
+0.2% +$3.44K 0.08% 194
2024
Q4 		$1.88M Buy
29,966
+133
+0.4% +$8.72K 0.07% 225
2024
Q3 		$1.97M Sell
29,833
-172
-0.6% -$12.2K 0.07% 220
2024
Q2 		$2.17M Sell
30,005
-2,113
-7% -$151K 0.08% 213
2024
Q1 		$2.15M Buy
32,118
+1,295
+4% +$83K 0.08% 225
2023
Q4 		$2.03M Sell
30,823
-845
-3% -$55.5K 0.09% 237
2023
Q3 		$2.04M Sell
31,668
-1,054
-3% -$65.6K 0.1% 220
2023
Q2 		$1.98M Buy
32,722
+995
+3% +$59.7K 0.09% 229
2023
Q1 		$1.83M Buy
31,727
+416
+1% +$24.5K 0.09% 238
2022
Q4 		$1.78M Sell
31,311
-220
-0.7% -$12.1K 0.09% 217
2022
Q3 		$1.57M Buy
31,531
+2,051
+7% +$106K 0.09% 233
2022
Q2 		$1.54M Buy
29,480
+8,155
+38% +$458K 0.08% 240
2022
Q1 		$1.17M Buy
+21,325
New +$1.13M 0.05% 310

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

Burney Company's SHEL Position: Q2 2026 in Review

Burney Company reduced its Shell (SHEL) stake by 2.7% in Q2 2026, selling an estimated $67K and leaving 27,526 shares worth $2.13M. The position accounts for 0.06% of the portfolio, ranked #230.

Burney Company first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.63M in Q1 2026. 375 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Burney Company held 27,526 shares of Shell worth $2.13M as of Q2 2026.
  • Burney Company sold 776 Shell shares in Q2 2026, an estimated $67K.
  • Shell made up 0.06% of Burney Company's portfolio in Q2 2026, its #230 holding.
  • Burney Company first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Burney Company's Shell position peaked at $2.63M in Q1 2026.
  • 375 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.