Cache Advisors’s Shell SHEL Stock Holding History

Cache Advisors’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	$364K	Hold	4,688	–	–	0.03%	118
2026 Q1	$436K	Hold	4,688	–	–	0.05%	88
2025 Q4	$344K	Hold	4,688	–	–	0.04%	98
2025 Q3	$335K	Buy	4,688 +1,385	+42%	+$99.7K	0.06%	85
2025 Q2	$233K	Hold	3,303	–	–	0.06%	86
2025 Q1	$242K	Hold	3,303	–	–	0.09%	72
2024 Q4	$207K	Buy	+3,303	New	+$216K	0.09%	75

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

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

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

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

Cache Advisors's SHEL Position: Q2 2026 in Review

Cache Advisors held its Shell (SHEL) position steady in Q2 2026 at 4,688 shares worth $364K. The position accounts for 0.03% of the portfolio, ranked #118.

Cache Advisors first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $436K in Q1 2026. 370 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Cache Advisors held 4,688 shares of Shell worth $364K as of Q2 2026.
Cache Advisors left its Shell share count unchanged in Q2 2026.
Shell made up 0.03% of Cache Advisors's portfolio in Q2 2026, its #118 holding.
Cache Advisors first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
Cache Advisors's Shell position peaked at $436K in Q1 2026.
370 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Cache Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.