CWP
SHEL icon

Cyndeo Wealth Partners’s Shell SHEL Stock Holding History

Cyndeo Wealth Partners’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 		$1.14M Buy
14,681
+7
+0% +$604 0.05% 245
2026
Q1 		$1.36M Buy
14,674
+57
+0.4% +$4.61K 0.07% 208
2025
Q4 		$1.07M Hold
14,617
– – 0.06% 228
2025
Q3 		$1.05M Sell
14,617
-122
-0.8% -$8.79K 0.06% 227
2025
Q2 		$1.04M Sell
14,739
-71
-0.5% -$4.76K 0.06% 225
2025
Q1 		$1.09M Buy
14,810
+129
+0.9% +$8.69K 0.07% 206
2024
Q4 		$920K Hold
14,681
– – 0.06% 223
2024
Q3 		$968K Sell
14,681
-28
-0.2% -$1.98K 0.07% 218
2024
Q2 		$1.06M Sell
14,709
-13
-0.1% -$929 0.08% 205
2024
Q1 		$987K Buy
14,722
+12
+0.1% +$769 0.08% 201
2023
Q4 		$968K Hold
14,710
– – 0.09% 186
2023
Q3 		$947K Buy
14,710
+27
+0.2% +$1.68K 0.1% 173
2023
Q2 		$887K Sell
14,683
-311
-2% -$18.7K 0.09% 176
2023
Q1 		$863K Hold
14,994
– – 0.09% 181
2022
Q4 		$854K Buy
+14,994
New +$827K 0.1% 181

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

Cyndeo Wealth Partners's SHEL Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Shell (SHEL) stake by 0.05% in Q2 2026, buying an estimated $604 and bringing the position to 14,681 shares worth $1.14M. The position accounts for 0.05% of the portfolio, ranked #245.

Cyndeo Wealth Partners first reported a position in SHEL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.36M in Q1 2026. 343 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Cyndeo Wealth Partners held 14,681 shares of Shell worth $1.14M as of Q2 2026.
  • Cyndeo Wealth Partners bought 7 Shell shares in Q2 2026, an estimated $604.
  • Shell made up 0.05% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #245 holding.
  • Cyndeo Wealth Partners first reported a position in Shell in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Shell position peaked at $1.36M in Q1 2026.
  • 343 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.