FPF
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First Pacific Financial’s Shell SHEL Stock Holding History

First Pacific Financial’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 		$37.7K Sell
486
-157
-24% -$13.6K ﹤0.01% 272
2026
Q1 		$59.8K Buy
643
+166
+35% +$13.4K 0.01% 232
2025
Q4 		$35.1K Sell
477
-8
-2% -$589 ﹤0.01% 256
2025
Q3 		$34.7K Sell
485
-15
-3% -$1.08K ﹤0.01% 254
2025
Q2 		$35.2K Buy
500
+100
+25% +$6.7K 0.01% 250
2025
Q1 		$29.3K Sell
400
-1,508
-79% -$102K 0.01% 218
2024
Q4 		$120K Buy
1,908
+17
+0.9% +$1.11K 0.03% 161
2024
Q3 		$125K Buy
1,891
+15
+0.8% +$1.06K 0.03% 151
2024
Q2 		$135K Buy
1,876
+414
+28% +$29.6K 0.03% 127
2024
Q1 		$98K Buy
1,462
+15
+1% +$961 0.03% 148
2023
Q4 		$95.2K Buy
1,447
+14
+1% +$919 0.03% 143
2023
Q3 		$92.3K Buy
+1,433
New +$89.2K 0.04% 125

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

First Pacific Financial's SHEL Position: Q2 2026 in Review

First Pacific Financial reduced its Shell (SHEL) stake by 24% in Q2 2026, selling an estimated $13.6K and leaving 486 shares worth $37.7K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

First Pacific Financial first reported a position in SHEL in Q3 2023 and has held it in 12 quarters since. The position peaked at $135K in Q2 2024. 568 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • First Pacific Financial held 486 shares of Shell worth $37.7K as of Q2 2026.
  • First Pacific Financial sold 157 Shell shares in Q2 2026, an estimated $13.6K.
  • Shell made up ﹤0.01% of First Pacific Financial's portfolio in Q2 2026, its #272 holding.
  • First Pacific Financial first reported a position in Shell in Q3 2023 and has held it in 12 quarters since.
  • First Pacific Financial's Shell position peaked at $135K in Q2 2024.
  • 568 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.