DAS
SHEL icon

Dynamic Advisor Solutions’s Shell SHEL Stock Holding History

Dynamic Advisor Solutions’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 		$832K Buy
10,725
+330
+3% +$28.5K 0.02% 529
2026
Q1 		$967K Buy
10,395
+125
+1% +$10.1K 0.03% 472
2025
Q4 		$755K Sell
10,270
-602
-6% -$44.3K 0.02% 522
2025
Q3 		$778K Sell
10,872
-868
-7% -$62.5K 0.02% 520
2025
Q2 		$827K Sell
11,740
-541
-4% -$36.3K 0.03% 492
2025
Q1 		$900K Sell
12,281
-669
-5% -$45.1K 0.03% 448
2024
Q4 		$811K Sell
12,950
-4,444
-26% -$291K 0.04% 354
2024
Q3 		$1.15M Sell
17,394
-798
-4% -$56.5K 0.03% 419
2024
Q2 		$1.31M Buy
18,192
+4,788
+36% +$342K 0.04% 389
2024
Q1 		$899K Buy
13,404
+649
+5% +$41.6K 0.03% 462
2023
Q4 		$838K Buy
12,755
+354
+3% +$23.2K 0.03% 454
2023
Q3 		$798K Buy
12,401
+5,345
+76% +$333K 0.04% 404
2023
Q2 		$426K Sell
7,056
-147
-2% -$8.82K 0.02% 539
2023
Q1 		$414K Sell
7,203
-259
-3% -$15.2K 0.02% 516
2022
Q4 		$425K Sell
7,462
-425
-5% -$23.4K 0.03% 487
2022
Q3 		$392K Buy
7,887
+325
+4% +$16.7K 0.03% 451
2022
Q2 		$395K Buy
+7,562
New +$425K 0.03% 461

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

Dynamic Advisor Solutions's SHEL Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Shell (SHEL) stake by 3.2% in Q2 2026, buying an estimated $28.5K and bringing the position to 10,725 shares worth $832K. The position accounts for 0.02% of the portfolio, ranked #529.

Dynamic Advisor Solutions first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.31M in Q2 2024. 325 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Dynamic Advisor Solutions held 10,725 shares of Shell worth $832K as of Q2 2026.
  • Dynamic Advisor Solutions bought 330 Shell shares in Q2 2026, an estimated $28.5K.
  • Shell made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #529 holding.
  • Dynamic Advisor Solutions first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
  • Dynamic Advisor Solutions's Shell position peaked at $1.31M in Q2 2024.
  • 325 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.