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Ferguson Wellman Capital Management’s Shell SHEL Stock Holding History

Ferguson Wellman Capital Management’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 		$1.37M Hold
17,665
– – 0.02% 204
2026
Q1 		$1.64M Buy
+17,665
New +$1.43M 0.02% 186

Other funds holding SHEL

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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Ferguson Wellman Capital Management's SHEL Position: Q2 2026 in Review

Ferguson Wellman Capital Management held its Shell (SHEL) position steady in Q2 2026 at 17,665 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #204.

Ferguson Wellman Capital Management first reported a position in SHEL in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.64M in Q1 2026. 519 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Ferguson Wellman Capital Management held 17,665 shares of Shell worth $1.37M as of Q2 2026.
  • Ferguson Wellman Capital Management left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.02% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #204 holding.
  • Ferguson Wellman Capital Management first reported a position in Shell in Q1 2026 and has held it in 2 quarters since.
  • Ferguson Wellman Capital Management's Shell position peaked at $1.64M in Q1 2026.
  • 519 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.