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CWA Asset Management Group’s Shell SHEL Stock Holding History

CWA Asset Management 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 		$210K Buy
2,711
+12
+0.4% +$1.04K 0.01% 664
2026
Q1 		$251K Buy
+2,699
New +$218K 0.01% 593
2025
Q4 		– Sell
-29,298
Closed -$2.1M – 718
2025
Q3 		$2.1M Buy
29,298
+712
+2% +$51.3K 0.08% 223
2025
Q2 		$2.01M Buy
28,586
+4,558
+19% +$306K 0.09% 212
2025
Q1 		$1.76M Buy
24,028
+5,895
+33% +$397K 0.08% 209
2024
Q4 		$1.14M Buy
18,133
+3,970
+28% +$260K 0.06% 237
2024
Q3 		$934K Buy
+14,163
New +$1M 0.05% 264
2024
Q1 		$638K Buy
+9,514
New +$610K 0.04% 287
2023
Q4 		– Sell
-8,192
Closed -$527K – 440
2023
Q3 		$527K Sell
8,192
-55
-0.7% -$3.42K 0.04% 214
2023
Q2 		$498K Buy
8,247
+847
+11% +$50.8K 0.03% 220
2023
Q1 		$426K Hold
7,400
– – 0.03% 219
2022
Q4 		$421K Buy
+7,400
New +$408K 0.03% 209
2022
Q3 		– Sell
-6,800
Closed -$356K – 324
2022
Q2 		$356K Sell
6,800
-45
-0.7% -$2.53K 0.03% 209
2022
Q1 		$376K Buy
+6,845
New +$363K 0.03% 214

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

CWA Asset Management Group's SHEL Position: Q2 2026 in Review

CWA Asset Management Group increased its Shell (SHEL) stake by 0.44% in Q2 2026, buying an estimated $1.04K and bringing the position to 2,711 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #664.

CWA Asset Management Group first reported a position in SHEL in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.1M in Q3 2025. 473 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • CWA Asset Management Group held 2,711 shares of Shell worth $210K as of Q2 2026.
  • CWA Asset Management Group bought 12 Shell shares in Q2 2026, an estimated $1.04K.
  • Shell made up 0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #664 holding.
  • CWA Asset Management Group first reported a position in Shell in Q1 2022 and has held it in 14 quarters since.
  • CWA Asset Management Group's Shell position peaked at $2.1M in Q3 2025.
  • 473 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.