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CMG Global Holdings’s Shell SHEL Stock Holding History

CMG Global Holdings’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 		– Sell
-2,406
Closed -$224K – 103
2026
Q1 		$224K Buy
+2,406
New +$194K 0.11% 90
2024
Q3 		– Sell
-2,818
Closed -$203K – 99
2024
Q2 		$203K Buy
+2,818
New +$201K 0.13% 89

Other funds holding SHEL

MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
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
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CMG Global Holdings's SHEL Position: Q2 2026 in Review

CMG Global Holdings sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,406 shares — an estimated $224K sold.

CMG Global Holdings first reported a position in SHEL in Q2 2024 and held it in 2 quarters. The position peaked at $224K in Q1 2026. 676 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • CMG Global Holdings reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
  • CMG Global Holdings sold 2,406 Shell shares in Q2 2026, an estimated $224K.
  • CMG Global Holdings first reported a position in Shell in Q2 2024 and held it in 2 quarters.
  • CMG Global Holdings's Shell position peaked at $224K in Q1 2026.
  • 676 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on CMG Global Holdings's 13F filing for Q2 2026, filed 28 Jul 2026.