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Cromwell Holdings’s Shell SHEL Stock Holding History

Cromwell Holdings’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 		$508K Hold
6,552
– – 0.23% 77
2026
Q1 		$609K Hold
6,552
– – 0.34% 52
2025
Q4 		$481K Hold
6,552
– – 0.26% 71
2025
Q3 		$469K Hold
6,552
– – 0.25% 72
2025
Q2 		$461K Hold
6,552
– – 0.28% 65
2025
Q1 		$480K Hold
6,552
– – 0.31% 63
2024
Q4 		$410K Hold
6,552
– – 0.24% 75
2024
Q3 		$432K Hold
6,552
– – 0.28% 70
2024
Q2 		$473K Buy
+6,552
New +$468K 0.28% 61

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

Cromwell Holdings's SHEL Position: Q2 2026 in Review

Cromwell Holdings held its Shell (SHEL) position steady in Q2 2026 at 6,552 shares worth $508K. The position accounts for 0.23% of the portfolio, ranked #77.

Cromwell Holdings first reported a position in SHEL in Q2 2024 and has held it in 9 quarters since. The position peaked at $609K in Q1 2026. 428 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Cromwell Holdings held 6,552 shares of Shell worth $508K as of Q2 2026.
  • Cromwell Holdings left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.23% of Cromwell Holdings's portfolio in Q2 2026, its #77 holding.
  • Cromwell Holdings first reported a position in Shell in Q2 2024 and has held it in 9 quarters since.
  • Cromwell Holdings's Shell position peaked at $609K in Q1 2026.
  • 428 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.