Byrne Asset Management’s Shell SHEL Stock Holding History

Byrne Asset 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	$4.96K	Hold	64	–	–	﹤0.01%	501
2026 Q1	$5.95K	Hold	64	–	–	﹤0.01%	473
2025 Q4	$4.7K	Hold	64	–	–	﹤0.01%	488
2025 Q3	$4.58K	Hold	64	–	–	﹤0.01%	482
2025 Q2	$4.51K	Hold	64	–	–	﹤0.01%	464
2025 Q1	$4.69K	Hold	64	–	–	﹤0.01%	475
2024 Q4	$4.01K	Hold	64	–	–	﹤0.01%	481
2024 Q3	$4.22K	Hold	64	–	–	﹤0.01%	467
2024 Q2	$4.57K	Hold	64	–	–	﹤0.01%	448
2024 Q1	$4.29K	Hold	64	–	–	﹤0.01%	452
2023 Q4	$4.23K	Hold	64	–	–	﹤0.01%	436
2023 Q3	$4K	Hold	64	–	–	﹤0.01%	420
2023 Q2	$4K	Hold	64	–	–	﹤0.01%	490
2023 Q1	$4K	Buy	+64	New	+$3.77K	﹤0.01%	474

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Byrne Asset Management's SHEL Position: Q2 2026 in Review

Byrne Asset Management held its Shell (SHEL) position steady in Q2 2026 at 64 shares worth $4.96K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Byrne Asset Management first reported a position in SHEL in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.95K in Q1 2026. 268 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Byrne Asset Management held 64 shares of Shell worth $4.96K as of Q2 2026.
Byrne Asset Management left its Shell share count unchanged in Q2 2026.
Shell made up ﹤0.01% of Byrne Asset Management's portfolio in Q2 2026, its #501 holding.
Byrne Asset Management first reported a position in Shell in Q1 2023 and has held it in 14 quarters since.
Byrne Asset Management's Shell position peaked at $5.95K in Q1 2026.
268 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.