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Community Financial Services Group’s Shell SHEL Stock Holding History

Community Financial Services Group’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 		$185K Hold
2,419
– – 0.03% 133
2026
Q1 		$223K Buy
+2,419
New +$195K 0.04% 110

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
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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Community Financial Services Group's SHEL Position: Q2 2026 in Review

Community Financial Services Group held its Shell (SHEL) position steady in Q2 2026 at 2,419 shares worth $185K. The position accounts for 0.03% of the portfolio, ranked #133.

Community Financial Services Group first reported a position in SHEL in Q1 2026 and has held it in 2 quarters since. The position peaked at $223K in Q1 2026. 311 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Community Financial Services Group held 2,419 shares of Shell worth $185K as of Q2 2026.
  • Community Financial Services Group left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.03% of Community Financial Services Group's portfolio in Q2 2026, its #133 holding.
  • Community Financial Services Group first reported a position in Shell in Q1 2026 and has held it in 2 quarters since.
  • Community Financial Services Group's Shell position peaked at $223K in Q1 2026.
  • 311 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.