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CX Institutional’s Shell SHEL Stock Holding History

CX Institutional’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 		$10K Buy
131
+70
+115% +$6.04K ﹤0.01% 1296
2026
Q1 		$6K Sell
61
-33
-35% -$2.67K ﹤0.01% 1352
2025
Q4 		$7K Sell
94
-639
-87% -$47.1K ﹤0.01% 1240
2025
Q3 		$52K Sell
733
-378
-34% -$27.2K ﹤0.01% 927
2025
Q2 		$78K Buy
1,111
+10
+0.9% +$670 ﹤0.01% 797
2025
Q1 		$81K Buy
+1,101
New +$74.2K ﹤0.01% 775
2022
Q3 		– Sell
-250
Closed -$13K – 1019
2022
Q2 		$13K Buy
+250
New +$14K ﹤0.01% 914

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

CX Institutional's SHEL Position: Q2 2026 in Review

CX Institutional increased its Shell (SHEL) stake by 115% in Q2 2026, buying an estimated $6.04K and bringing the position to 131 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

CX Institutional first reported a position in SHEL in Q2 2022 and has held it in 7 quarters since. The position peaked at $81K in Q1 2025. 345 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • CX Institutional held 131 shares of Shell worth $10K as of Q2 2026.
  • CX Institutional bought 70 Shell shares in Q2 2026, an estimated $6.04K.
  • Shell made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1296 holding.
  • CX Institutional first reported a position in Shell in Q2 2022 and has held it in 7 quarters since.
  • CX Institutional's Shell position peaked at $81K in Q1 2025.
  • 345 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.