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Diversified Enterprises’s Shell SHEL Stock Holding History

Diversified Enterprises’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 		$300K Sell
3,866
-307
-7% -$26.5K 0.01% 329
2026
Q1 		$388K Buy
4,173
+214
+5% +$17.3K 0.02% 279
2025
Q4 		$291K Buy
+3,959
New +$292K 0.02% 303

Other funds holding SHEL

MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
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
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Diversified Enterprises's SHEL Position: Q2 2026 in Review

Diversified Enterprises reduced its Shell (SHEL) stake by 7.4% in Q2 2026, selling an estimated $26.5K and leaving 3,866 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #329.

Diversified Enterprises first reported a position in SHEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $388K in Q1 2026. 676 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Diversified Enterprises held 3,866 shares of Shell worth $300K as of Q2 2026.
  • Diversified Enterprises sold 307 Shell shares in Q2 2026, an estimated $26.5K.
  • Shell made up 0.01% of Diversified Enterprises's portfolio in Q2 2026, its #329 holding.
  • Diversified Enterprises first reported a position in Shell in Q4 2025 and has held it in 3 quarters since.
  • Diversified Enterprises's Shell position peaked at $388K in Q1 2026.
  • 676 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.