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Doliver Advisors’s Shell SHEL Stock Holding History

Doliver Advisors’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 		$328K Sell
4,228
-71
-2% -$6.13K 0.07% 157
2026
Q1 		$400K Buy
4,299
+167
+4% +$13.5K 0.09% 129
2025
Q4 		$304K Hold
4,132
– – 0.08% 153
2025
Q3 		$296K Hold
4,132
– – 0.08% 160
2025
Q2 		$291K Hold
4,132
– – 0.08% 146
2025
Q1 		$303K Buy
4,132
+500
+14% +$33.7K 0.09% 136
2024
Q4 		$228K Buy
3,632
+180
+5% +$11.8K 0.06% 149
2024
Q3 		$228K Buy
3,452
+55
+2% +$3.9K 0.06% 140
2024
Q2 		$245K Hold
3,397
– – 0.07% 136
2024
Q1 		$228K Sell
3,397
-300
-8% -$19.2K 0.06% 135
2023
Q4 		$243K Hold
3,697
– – 0.07% 132
2023
Q3 		$238K Buy
3,697
+72
+2% +$4.48K 0.07% 134
2023
Q2 		$219K Hold
3,625
– – 0.07% 152
2023
Q1 		$209K Hold
3,625
– – 0.07% 153
2022
Q4 		$206K Buy
+3,625
New +$200K 0.07% 142

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

Doliver Advisors's SHEL Position: Q2 2026 in Review

Doliver Advisors reduced its Shell (SHEL) stake by 1.7% in Q2 2026, selling an estimated $6.13K and leaving 4,228 shares worth $328K. The position accounts for 0.07% of the portfolio, ranked #157.

Doliver Advisors first reported a position in SHEL in Q4 2022 and has held it in 15 quarters since. The position peaked at $400K in Q1 2026. 381 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Doliver Advisors held 4,228 shares of Shell worth $328K as of Q2 2026.
  • Doliver Advisors sold 71 Shell shares in Q2 2026, an estimated $6.13K.
  • Shell made up 0.07% of Doliver Advisors's portfolio in Q2 2026, its #157 holding.
  • Doliver Advisors first reported a position in Shell in Q4 2022 and has held it in 15 quarters since.
  • Doliver Advisors's Shell position peaked at $400K in Q1 2026.
  • 381 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.