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E&G Advisors’s Shell SHEL Stock Holding History

E&G 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 		$375K Sell
4,840
-20
-0.4% -$1.73K 0.07% 171
2026
Q1 		$452K Hold
4,860
– – 0.1% 146
2025
Q4 		$357K Hold
4,860
– – 0.08% 156
2025
Q3 		$348K Buy
4,860
+60
+1% +$4.32K 0.08% 162
2025
Q2 		$338K Hold
4,800
– – 0.09% 155
2025
Q1 		$352K Sell
4,800
-29
-0.6% -$1.95K 0.1% 146
2024
Q4 		$303K Hold
4,829
– – 0.08% 163
2024
Q3 		$318K Hold
4,829
– – 0.09% 162
2024
Q2 		$349K Hold
4,829
– – 0.1% 149
2024
Q1 		$324K Sell
4,829
-400
-8% -$25.6K 0.1% 146
2023
Q4 		$344K Buy
5,229
+279
+6% +$18.3K 0.12% 139
2023
Q3 		$319K Hold
4,950
– – 0.12% 148
2023
Q2 		$299K Sell
4,950
-250
-5% -$15K 0.1% 159
2023
Q1 		$299K Sell
5,200
-900
-15% -$52.9K 0.11% 154
2022
Q4 		$347K Sell
6,100
-200
-3% -$11K 0.13% 144
2022
Q3 		$313K Sell
6,300
-250
-4% -$12.9K 0.12% 147
2022
Q2 		$342K Hold
6,550
– – 0.12% 148
2022
Q1 		$360K Buy
+6,550
New +$348K 0.1% 164

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

E&G Advisors's SHEL Position: Q2 2026 in Review

E&G Advisors reduced its Shell (SHEL) stake by 0.41% in Q2 2026, selling an estimated $1.73K and leaving 4,840 shares worth $375K. The position accounts for 0.07% of the portfolio, ranked #171.

E&G Advisors first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $452K in Q1 2026. 428 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • E&G Advisors held 4,840 shares of Shell worth $375K as of Q2 2026.
  • E&G Advisors sold 20 Shell shares in Q2 2026, an estimated $1.73K.
  • Shell made up 0.07% of E&G Advisors's portfolio in Q2 2026, its #171 holding.
  • E&G Advisors first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • E&G Advisors's Shell position peaked at $452K in Q1 2026.
  • 428 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on E&G Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.