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Cooper Financial Group’s Shell SHEL Stock Holding History

Cooper Financial 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 		$444K Buy
5,731
+1,716
+43% +$148K 0.04% 281
2026
Q1 		$373K Sell
4,015
-52
-1% -$4.2K 0.04% 293
2025
Q4 		$299K Buy
4,067
+317
+8% +$23.4K 0.03% 299
2025
Q3 		$268K Sell
3,750
-103
-3% -$7.42K 0.03% 319
2025
Q2 		$271K Buy
3,853
+190
+5% +$12.7K 0.03% 317
2025
Q1 		$268K Buy
3,663
+109
+3% +$7.34K 0.04% 324
2024
Q4 		$223K Buy
3,554
+125
+4% +$8.19K 0.03% 360
2024
Q3 		$226K Sell
3,429
-8
-0.2% -$567 0.03% 354
2024
Q2 		$248K Sell
3,437
-395
-10% -$28.2K 0.04% 334
2024
Q1 		$257K Buy
3,832
+17
+0.4% +$1.09K 0.04% 308
2023
Q4 		$251K Sell
3,815
-315
-8% -$20.7K 0.05% 297
2023
Q3 		$266K Buy
4,130
+122
+3% +$7.59K 0.06% 266
2023
Q2 		$242K Buy
4,008
+22
+0.6% +$1.32K 0.06% 280
2023
Q1 		$229K Buy
3,986
+319
+9% +$18.8K 0.06% 271
2022
Q4 		$209K Sell
3,667
-910
-20% -$50.2K 0.06% 276
2022
Q3 		$228K Sell
4,577
-1,184
-21% -$61K 0.08% 230
2022
Q2 		$301K Buy
+5,761
New +$324K 0.11% 181

Other funds holding SHEL

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Cooper Financial Group's SHEL Position: Q2 2026 in Review

Cooper Financial Group increased its Shell (SHEL) stake by 43% in Q2 2026, buying an estimated $148K and bringing the position to 5,731 shares worth $444K. The position accounts for 0.04% of the portfolio, ranked #281.

Cooper Financial Group first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. 250 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Cooper Financial Group held 5,731 shares of Shell worth $444K as of Q2 2026.
  • Cooper Financial Group bought 1,716 Shell shares in Q2 2026, an estimated $148K.
  • Shell made up 0.04% of Cooper Financial Group's portfolio in Q2 2026, its #281 holding.
  • Cooper Financial Group first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
  • 250 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.