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Connective Portfolio Management’s Shell SHEL Stock Holding History

Connective Portfolio Management’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 		$1.02M Sell
13,195
-17,000
-56% -$1.47M 1.7% 23
2026
Q1 		$2.81M Hold
30,195
– – 7.6% 5
2025
Q4 		$2.22M Buy
+30,195
New +$2.22M 4% 9

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

Connective Portfolio Management's SHEL Position: Q2 2026 in Review

Connective Portfolio Management reduced its Shell (SHEL) stake by 56% in Q2 2026, selling an estimated $1.47M and leaving 13,195 shares worth $1.02M. The position accounts for 1.7% of the portfolio, ranked #23.

Connective Portfolio Management first reported a position in SHEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.81M in Q1 2026. 309 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Connective Portfolio Management held 13,195 shares of Shell worth $1.02M as of Q2 2026.
  • Connective Portfolio Management sold 17,000 Shell shares in Q2 2026, an estimated $1.47M.
  • Shell made up 1.7% of Connective Portfolio Management's portfolio in Q2 2026, its #23 holding.
  • Connective Portfolio Management first reported a position in Shell in Q4 2025 and has held it in 3 quarters since.
  • Connective Portfolio Management's Shell position peaked at $2.81M in Q1 2026.
  • 309 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Connective Portfolio Management's 13F filing for Q2 2026, filed 7 Jul 2026.