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Eastover Investment Advisors’s Shell SHEL Stock Holding History

Eastover Investment 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 		$7.69M Buy
99,175
+958
+1% +$82.7K 3.03% 17
2026
Q1 		$9.13M Sell
98,217
-3,261
-3% -$264K 3.91% 10
2025
Q4 		$7.46M Buy
101,478
+618
+0.6% +$45.5K 3.28% 13
2025
Q3 		$7.21M Sell
100,860
-5,237
-5% -$377K 3.14% 16
2025
Q2 		$7.47M Buy
106,097
+1,402
+1% +$94K 3.35% 13
2025
Q1 		$7.67M Sell
104,695
-271
-0.3% -$18.3K 3.71% 14
2024
Q4 		$6.58M Sell
104,966
-1,786
-2% -$117K 3.08% 19
2024
Q3 		$7.04M Buy
106,752
+532
+0.5% +$37.7K 3.3% 16
2024
Q2 		$7.76M Buy
106,220
+489
+0.5% +$35K 3.71% 8
2024
Q1 		$7.09M Sell
105,731
-2,105
-2% -$135K 3.47% 8
2023
Q4 		$7.1M Buy
107,836
+1,053
+1% +$69.1K 3.75% 7
2023
Q3 		$6.87M Buy
106,783
+4,892
+5% +$305K 4.13% 7
2023
Q2 		$6.15M Sell
101,891
-942
-0.9% -$56.5K 3.28% 12
2023
Q1 		$5.92M Buy
102,833
+363
+0.4% +$21.4K 3.31% 12
2022
Q4 		$5.84M Buy
102,470
+1,033
+1% +$56.9K 3.34% 14
2022
Q3 		$5.27M Buy
101,437
+32,887
+48% +$1.69M 3.28% 12
2022
Q2 		$3.58M Buy
68,550
+1,216
+2% +$68.3K 2.19% 27
2022
Q1 		$3.7M Buy
+67,334
New +$3.57M 1.95% 28

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
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
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

Eastover Investment Advisors's SHEL Position: Q2 2026 in Review

Eastover Investment Advisors increased its Shell (SHEL) stake by 0.98% in Q2 2026, buying an estimated $82.7K and bringing the position to 99,175 shares worth $7.69M. The position accounts for 3.03% of the portfolio, ranked #17.

Eastover Investment Advisors first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $9.13M in Q1 2026. 473 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Eastover Investment Advisors held 99,175 shares of Shell worth $7.69M as of Q2 2026.
  • Eastover Investment Advisors bought 958 Shell shares in Q2 2026, an estimated $82.7K.
  • Shell made up 3.03% of Eastover Investment Advisors's portfolio in Q2 2026, its #17 holding.
  • Eastover Investment Advisors first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Eastover Investment Advisors's Shell position peaked at $9.13M in Q1 2026.
  • 473 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Eastover Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.