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Cookson Peirce & Co’s Shell SHEL Stock Holding History

Cookson Peirce & Co’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 		$2.13M Buy
27,487
+1,298
+5% +$112K 0.07% 136
2026
Q1 		$2.44M Buy
26,189
+2,492
+11% +$201K 0.1% 95
2025
Q4 		$1.74M Buy
23,697
+3,229
+16% +$238K 0.07% 119
2025
Q3 		$1.46M Buy
20,468
+136
+0.7% +$9.79K 0.06% 125
2025
Q2 		$1.43M Buy
20,332
+6,238
+44% +$418K 0.06% 117
2025
Q1 		$1.03M Buy
14,094
+1,743
+14% +$117K 0.05% 130
2024
Q4 		$774K Buy
+12,351
New +$809K 0.04% 161

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
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
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

Cookson Peirce & Co's SHEL Position: Q2 2026 in Review

Cookson Peirce & Co increased its Shell (SHEL) stake by 5% in Q2 2026, buying an estimated $112K and bringing the position to 27,487 shares worth $2.13M. The position accounts for 0.07% of the portfolio, ranked #136.

Cookson Peirce & Co first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.44M in Q1 2026. 473 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Cookson Peirce & Co held 27,487 shares of Shell worth $2.13M as of Q2 2026.
  • Cookson Peirce & Co bought 1,298 Shell shares in Q2 2026, an estimated $112K.
  • Shell made up 0.07% of Cookson Peirce & Co's portfolio in Q2 2026, its #136 holding.
  • Cookson Peirce & Co first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
  • Cookson Peirce & Co's Shell position peaked at $2.44M in Q1 2026.
  • 473 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Cookson Peirce & Co's 13F filing for Q2 2026, filed 23 Jul 2026.