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CGC Financial Services’s Shell SHEL Stock Holding History

CGC Financial 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 		$25.1K Hold
324
– – 0.01% 176
2026
Q1 		$30.1K Hold
324
– – 0.01% 150
2025
Q4 		$23.8K Hold
324
– – 0.01% 177
2025
Q3 		$23.2K Hold
324
– – 0.01% 176
2025
Q2 		$22.8K Hold
324
– – 0.01% 167
2025
Q1 		$23.7K Hold
324
– – 0.01% 150
2024
Q4 		$20.3K Buy
324
+138
+74% +$9.04K 0.01% 167
2024
Q3 		$12.3K Hold
186
– – ﹤0.01% 188
2024
Q2 		$13.4K Hold
186
– – 0.01% 182
2024
Q1 		$12.5K Hold
186
– – 0.01% 192
2023
Q4 		$12.2K Hold
186
– – 0.01% 204
2023
Q3 		$12K Hold
186
– – 0.01% 162
2023
Q2 		$11.2K Buy
+186
New +$11.2K 0.01% 175

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
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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CGC Financial Services's SHEL Position: Q2 2026 in Review

CGC Financial Services held its Shell (SHEL) position steady in Q2 2026 at 324 shares worth $25.1K. The position accounts for 0.01% of the portfolio, ranked #176.

CGC Financial Services first reported a position in SHEL in Q2 2023 and has held it in 13 quarters since. The position peaked at $30.1K in Q1 2026. 268 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • CGC Financial Services held 324 shares of Shell worth $25.1K as of Q2 2026.
  • CGC Financial Services left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.01% of CGC Financial Services's portfolio in Q2 2026, its #176 holding.
  • CGC Financial Services first reported a position in Shell in Q2 2023 and has held it in 13 quarters since.
  • CGC Financial Services's Shell position peaked at $30.1K in Q1 2026.
  • 268 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.