Cascade Investment Advisors’s Shell SHEL Stock Holding History

Cascade Investment 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	$233K	Hold	3,000	–	–	0.13%	107
2026 Q1	$279K	Hold	3,000	–	–	0.17%	107
2025 Q4	$220K	Hold	3,000	–	–	0.13%	112
2025 Q3	$215K	Hold	3,000	–	–	0.13%	111
2025 Q2	$211K	Hold	3,000	–	–	0.14%	109
2025 Q1	$220K	Buy	+3,000	New	+$202K	0.15%	109
2024 Q3	–	Sell	-3,000	Closed	-$217K	–	117
2024 Q2	$217K	Hold	3,000	–	–	0.15%	109
2024 Q1	$201K	Buy	+3,000	New	+$192K	0.13%	115
2023 Q2	–	Sell	-3,000	Closed	-$173K	–	202
2023 Q1	$173K	Buy	+3,000	New	+$176K	0.14%	107
2022 Q3	–	Sell	-3,400	Closed	-$178K	–	195
2022 Q2	$178K	Sell	3,400 -100	-3%	-$5.62K	0.14%	112
2022 Q1	$192K	Buy	+3,500	New	+$186K	0.12%	118

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

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

Cascade Investment Advisors's SHEL Position: Q2 2026 in Review

Cascade Investment Advisors held its Shell (SHEL) position steady in Q2 2026 at 3,000 shares worth $233K. The position accounts for 0.13% of the portfolio, ranked #107.

Cascade Investment Advisors first reported a position in SHEL in Q1 2022 and has held it in 11 quarters since. The position peaked at $279K in Q1 2026. 473 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Cascade Investment Advisors held 3,000 shares of Shell worth $233K as of Q2 2026.
Cascade Investment Advisors left its Shell share count unchanged in Q2 2026.
Shell made up 0.13% of Cascade Investment Advisors's portfolio in Q2 2026, its #107 holding.
Cascade Investment Advisors first reported a position in Shell in Q1 2022 and has held it in 11 quarters since.
Cascade Investment Advisors's Shell position peaked at $279K in Q1 2026.
473 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.