EIP
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Essential Investment Partners’s Shell SHEL Stock Holding History

Essential Investment Partners’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 		$193K Hold
2,485
– – 0.15% 100
2026
Q1 		$231K Buy
2,485
+240
+11% +$19.4K 0.21% 86
2025
Q4 		$165K Buy
+2,245
New +$165K 0.16% 90

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

Essential Investment Partners's SHEL Position: Q2 2026 in Review

Essential Investment Partners held its Shell (SHEL) position steady in Q2 2026 at 2,485 shares worth $193K. The position accounts for 0.15% of the portfolio, ranked #100.

Essential Investment Partners first reported a position in SHEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $231K in Q1 2026. 375 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Essential Investment Partners held 2,485 shares of Shell worth $193K as of Q2 2026.
  • Essential Investment Partners left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.15% of Essential Investment Partners's portfolio in Q2 2026, its #100 holding.
  • Essential Investment Partners first reported a position in Shell in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's Shell position peaked at $231K in Q1 2026.
  • 375 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.