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Canopy Partners’s Shell SHEL Stock Holding History

Canopy Partners’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 		$369K Buy
4,753
+49
+1% +$4.23K 0.11% 163
2026
Q1 		$437K Buy
4,704
+85
+2% +$6.87K 0.15% 118
2025
Q4 		$339K Sell
4,619
-128
-3% -$9.43K 0.11% 151
2025
Q3 		$340K Buy
4,747
+234
+5% +$16.8K 0.11% 147
2025
Q2 		$318K Buy
4,513
+103
+2% +$6.9K 0.12% 147
2025
Q1 		$323K Sell
4,410
-64
-1% -$4.31K 0.13% 132
2024
Q4 		$280K Hold
4,474
– – 0.11% 147
2024
Q3 		$295K Hold
4,474
– – 0.13% 140
2024
Q2 		$323K Hold
4,474
– – 0.15% 123
2024
Q1 		$300K Buy
4,474
+1,121
+33% +$71.8K 0.15% 128
2023
Q4 		$221K Buy
+3,353
New +$220K 0.13% 139

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
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

Canopy Partners's SHEL Position: Q2 2026 in Review

Canopy Partners increased its Shell (SHEL) stake by 1% in Q2 2026, buying an estimated $4.23K and bringing the position to 4,753 shares worth $369K. The position accounts for 0.11% of the portfolio, ranked #163.

Canopy Partners first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $437K in Q1 2026. 441 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Canopy Partners held 4,753 shares of Shell worth $369K as of Q2 2026.
  • Canopy Partners bought 49 Shell shares in Q2 2026, an estimated $4.23K.
  • Shell made up 0.11% of Canopy Partners's portfolio in Q2 2026, its #163 holding.
  • Canopy Partners first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
  • Canopy Partners's Shell position peaked at $437K in Q1 2026.
  • 441 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.