CWS
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Cypress Wealth Services’s Shell SHEL Stock Holding History

Cypress Wealth Services’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 		$346K Buy
4,467
+95
+2% +$8.2K 0.04% 305
2026
Q1 		$407K Buy
4,372
+161
+4% +$13K 0.06% 252
2025
Q4 		$309K Buy
+4,211
New +$310K 0.04% 296

Other funds holding SHEL

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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Cypress Wealth Services's SHEL Position: Q2 2026 in Review

Cypress Wealth Services increased its Shell (SHEL) stake by 2.2% in Q2 2026, buying an estimated $8.2K and bringing the position to 4,467 shares worth $346K. The position accounts for 0.04% of the portfolio, ranked #305.

Cypress Wealth Services first reported a position in SHEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $407K in Q1 2026. 567 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Cypress Wealth Services held 4,467 shares of Shell worth $346K as of Q2 2026.
  • Cypress Wealth Services bought 95 Shell shares in Q2 2026, an estimated $8.2K.
  • Shell made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #305 holding.
  • Cypress Wealth Services first reported a position in Shell in Q4 2025 and has held it in 3 quarters since.
  • Cypress Wealth Services's Shell position peaked at $407K in Q1 2026.
  • 567 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.