FA
SHEL icon

Fiduciary Alliance’s Shell SHEL Stock Holding History

Fiduciary Alliance’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 		$369K Sell
4,755
-5,954
-56% -$514K 0.02% 406
2026
Q1 		$962K Sell
10,709
-10,255
-49% -$829K 0.06% 265
2025
Q4 		$1.54M Sell
20,964
-6,080
-22% -$448K 0.1% 195
2025
Q3 		$1.93M Sell
27,044
-9,169
-25% -$660K 0.13% 159
2025
Q2 		$2.55M Buy
36,213
+72
+0.2% +$4.83K 0.19% 121
2025
Q1 		$2.65M Buy
36,141
+792
+2% +$53.4K 0.26% 88
2024
Q4 		$2.21M Buy
+35,349
New +$2.32M 0.22% 102
2023
Q3 		– Sell
-372
Closed -$22.5K – 802
2023
Q2 		$22.5K Buy
+372
New +$22.3K ﹤0.01% 427

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

Fiduciary Alliance's SHEL Position: Q2 2026 in Review

Fiduciary Alliance reduced its Shell (SHEL) stake by 56% in Q2 2026, selling an estimated $514K and leaving 4,755 shares worth $369K. The position accounts for 0.02% of the portfolio, ranked #406.

Fiduciary Alliance first reported a position in SHEL in Q2 2023 and has held it in 8 quarters since. The position peaked at $2.65M in Q1 2025. 309 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Fiduciary Alliance held 4,755 shares of Shell worth $369K as of Q2 2026.
  • Fiduciary Alliance sold 5,954 Shell shares in Q2 2026, an estimated $514K.
  • Shell made up 0.02% of Fiduciary Alliance's portfolio in Q2 2026, its #406 holding.
  • Fiduciary Alliance first reported a position in Shell in Q2 2023 and has held it in 8 quarters since.
  • Fiduciary Alliance's Shell position peaked at $2.65M in Q1 2025.
  • 309 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.