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DAGCO Inc’s Shell SHEL Stock Holding History

DAGCO Inc’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 		– Sell
-30
Closed -$2.79K – 300
2026
Q1 		$2.79K Hold
30
– – ﹤0.01% 334
2025
Q4 		$2.2K Hold
30
– – ﹤0.01% 356
2025
Q3 		$2.15K Hold
30
– – ﹤0.01% 342
2025
Q2 		$2.11K Hold
30
– – ﹤0.01% 336
2025
Q1 		$2.2K Buy
+30
New +$2.02K ﹤0.01% 323
2024
Q4 		– Sell
-30
Closed -$1.98K – 182
2024
Q3 		$1.98K Hold
30
– – ﹤0.01% 205
2024
Q2 		$2.17K Hold
30
– – ﹤0.01% 207
2024
Q1 		$2.01K Buy
+30
New +$1.92K ﹤0.01% 204

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

DAGCO Inc's SHEL Position: Q2 2026 in Review

DAGCO Inc sold out of Shell (SHEL) in Q2 2026, closing a stake of 30 shares — an estimated $2.79K sold.

DAGCO Inc first reported a position in SHEL in Q1 2024 and held it in 8 quarters. The position peaked at $2.79K in Q1 2026. 428 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • DAGCO Inc reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
  • DAGCO Inc sold 30 Shell shares in Q2 2026, an estimated $2.79K.
  • DAGCO Inc first reported a position in Shell in Q1 2024 and held it in 8 quarters.
  • DAGCO Inc's Shell position peaked at $2.79K in Q1 2026.
  • 428 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.