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Capital Investment Advisory Services’s Shell SHEL Stock Holding History

Capital Investment Advisory Services’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 		$416K Sell
5,364
-165
-3% -$14.2K 0.03% 482
2026
Q1 		$514K Sell
5,529
-462
-8% -$37.3K 0.04% 387
2025
Q4 		$440K Buy
5,991
+12
+0.2% +$884 0.03% 413
2025
Q3 		$428K Buy
5,979
+384
+7% +$27.6K 0.03% 397
2025
Q2 		$394K Sell
5,595
-12
-0.2% -$804 0.03% 394
2025
Q1 		$411K Buy
5,607
+451
+9% +$30.4K 0.04% 363
2024
Q4 		$323K Sell
5,156
-464
-8% -$30.4K 0.03% 380
2024
Q3 		$371K Sell
5,620
-138
-2% -$9.77K 0.04% 358
2024
Q2 		$416K Buy
5,758
+1,260
+28% +$90.1K 0.04% 322
2024
Q1 		$302K Buy
4,498
+56
+1% +$3.59K 0.03% 399
2023
Q4 		$292K Buy
4,442
+906
+26% +$59.5K 0.03% 404
2023
Q3 		$228K Sell
3,536
-548
-13% -$34.1K 0.02% 439
2023
Q2 		$247K Sell
4,084
-598
-13% -$35.9K 0.02% 411
2023
Q1 		$269K Sell
4,682
-2,743
-37% -$161K 0.03% 388
2022
Q4 		$423K Buy
7,425
+639
+9% +$35.2K 0.05% 305
2022
Q3 		$338K Buy
6,786
+7
+0.1% +$361 0.04% 329
2022
Q2 		$354K Buy
6,779
+169
+3% +$9.49K 0.04% 327
2022
Q1 		$363K Buy
+6,610
New +$351K 0.04% 348

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

Capital Investment Advisory Services's SHEL Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Shell (SHEL) stake by 3% in Q2 2026, selling an estimated $14.2K and leaving 5,364 shares worth $416K. The position accounts for 0.03% of the portfolio, ranked #482.

Capital Investment Advisory Services first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $514K in Q1 2026. 473 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Capital Investment Advisory Services held 5,364 shares of Shell worth $416K as of Q2 2026.
  • Capital Investment Advisory Services sold 165 Shell shares in Q2 2026, an estimated $14.2K.
  • Shell made up 0.03% of Capital Investment Advisory Services's portfolio in Q2 2026, its #482 holding.
  • Capital Investment Advisory Services first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Capital Investment Advisory Services's Shell position peaked at $514K in Q1 2026.
  • 473 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.