DMKC Advisory Services’s Shell SHEL Stock Holding History

DMKC Advisory 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	$3.43M	Buy	44,190 +3,182	+8%	+$275K	0.65%	40
2026 Q1	$3.81M	Buy	41,008 +2,021	+5%	+$163K	1.59%	24
2025 Q4	$2.86M	Buy	38,987 +4,565	+13%	+$336K	1.26%	29
2025 Q3	$2.46M	Buy	34,422 +1,255	+4%	+$90.4K	1.25%	28
2025 Q2	$2.33M	Buy	33,167 +2,650	+9%	+$178K	1.22%	29
2025 Q1	$2.24M	Buy	30,517 +199	+0.7%	+$13.4K	2.01%	15
2024 Q4	$1.9M	Buy	+30,318	New	+$1.99M	1.72%	24

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

DMKC Advisory Services's SHEL Position: Q2 2026 in Review

DMKC Advisory Services increased its Shell (SHEL) stake by 7.8% in Q2 2026, buying an estimated $275K and bringing the position to 44,190 shares worth $3.43M. The position accounts for 0.65% of the portfolio, ranked #40.

DMKC Advisory Services first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.81M in Q1 2026. 309 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

DMKC Advisory Services held 44,190 shares of Shell worth $3.43M as of Q2 2026.
DMKC Advisory Services bought 3,182 Shell shares in Q2 2026, an estimated $275K.
Shell made up 0.65% of DMKC Advisory Services's portfolio in Q2 2026, its #40 holding.
DMKC Advisory Services first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
DMKC Advisory Services's Shell position peaked at $3.81M in Q1 2026.
309 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on DMKC Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.