CPA Asset Management’s Shell SHEL Stock Holding History

CPA Asset 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	–	Sell	-2,356	Closed	-$219K	–	101
2026 Q1	$219K	Buy	+2,356	New	+$190K	0.07%	95

Other funds holding SHEL

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return