CFS Investment Advisory Services’s Shell SHEL Stock Holding History

CFS 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	$431K	Hold	5,523	–	–	0.03%	269
2026 Q1	$485K	Buy	5,523 +6	+0.1%	+$485	0.03%	251
2025 Q4	$405K	Hold	5,517	–	–	0.03%	254
2025 Q3	$418K	Sell	5,517 -54	-1%	-$3.89K	0.03%	251
2025 Q2	$392K	Sell	5,571 -382	-6%	-$25.6K	0.03%	252
2025 Q1	$436K	Buy	5,953 +9	+0.2%	+$606	0.04%	228
2024 Q4	$372K	Sell	5,944 -444	-7%	-$29.1K	0.03%	237
2024 Q3	$421K	Buy	6,388 +792	+14%	+$56.1K	0.04%	218
2024 Q2	$404K	Buy	+5,596	New	+$400K	0.03%	196
2023 Q3	–	Sell	-4,929	Closed	-$298K	–	236
2023 Q2	$298K	Buy	+4,929	New	+$296K	0.04%	209
2022 Q3	–	Sell	-4,900	Closed	-$256K	–	346
2022 Q2	$256K	Sell	4,900 -264,257	-98%	-$14.8M	0.04%	192
2022 Q1	$5K	Buy	+269,157	New	+$14.3M	0.02%	211

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

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

CFS Investment Advisory Services held its Shell (SHEL) position steady in Q2 2026 at 5,523 shares worth $431K. The position accounts for 0.03% of the portfolio, ranked #269.

CFS Investment Advisory Services first reported a position in SHEL in Q1 2022 and has held it in 12 quarters since. The position peaked at $485K in Q1 2026. 409 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

CFS Investment Advisory Services held 5,523 shares of Shell worth $431K as of Q2 2026.
CFS Investment Advisory Services left its Shell share count unchanged in Q2 2026.
Shell made up 0.03% of CFS Investment Advisory Services's portfolio in Q2 2026, its #269 holding.
CFS Investment Advisory Services first reported a position in Shell in Q1 2022 and has held it in 12 quarters since.
CFS Investment Advisory Services's Shell position peaked at $485K in Q1 2026.
409 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.