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CoreCap Advisors’s Shell SHEL Stock Holding History

CoreCap Advisors’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 		$91.3K Sell
1,178
-716
-38% -$61.8K ﹤0.01% 1148
2026
Q1 		$176K Buy
1,894
+553
+41% +$44.7K 0.01% 843
2025
Q4 		$98.5K Buy
1,341
+85
+7% +$6.26K ﹤0.01% 1041
2025
Q3 		$89.8K Sell
1,256
-200
-14% -$14.4K ﹤0.01% 1076
2025
Q2 		$103K Sell
1,456
-236
-14% -$15.8K ﹤0.01% 978
2025
Q1 		$124K Buy
1,692
+44
+3% +$2.96K 0.01% 830
2024
Q4 		$103K Sell
1,648
-106
-6% -$6.95K ﹤0.01% 918
2024
Q3 		$116K Buy
+1,754
New +$124K 0.01% 856
2024
Q2 		– Sell
-1,526
Closed -$102K – 2419
2024
Q1 		$102K Buy
+1,526
New +$97.8K 0.01% 835
2022
Q4 		$82.6K Buy
+1,450
New +$79.9K 0.01% 798
2022
Q3 		– Sell
-19,574
Closed -$1.02M – 1812
2022
Q2 		$1.02M Buy
+19,574
New +$1.1M 0.08% 204

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
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

CoreCap Advisors's SHEL Position: Q2 2026 in Review

CoreCap Advisors reduced its Shell (SHEL) stake by 38% in Q2 2026, selling an estimated $61.8K and leaving 1,178 shares worth $91.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

CoreCap Advisors first reported a position in SHEL in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.02M in Q2 2022. 268 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • CoreCap Advisors held 1,178 shares of Shell worth $91.3K as of Q2 2026.
  • CoreCap Advisors sold 716 Shell shares in Q2 2026, an estimated $61.8K.
  • Shell made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1148 holding.
  • CoreCap Advisors first reported a position in Shell in Q2 2022 and has held it in 11 quarters since.
  • CoreCap Advisors's Shell position peaked at $1.02M in Q2 2022.
  • 268 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.