FG
SHEL icon

Foster Group’s Shell SHEL Stock Holding History

Foster Group’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 		$329K Buy
4,244
+667
+19% +$57.6K 0.01% 230
2026
Q1 		$333K Buy
3,577
+325
+10% +$26.3K 0.01% 201
2025
Q4 		$239K Sell
3,252
-1,006
-24% -$74.1K 0.01% 253
2025
Q3 		$305K Buy
4,258
+132
+3% +$9.51K 0.01% 201
2025
Q2 		$291K Buy
4,126
+108
+3% +$7.24K 0.01% 201
2025
Q1 		$294K Buy
4,018
+625
+18% +$42.1K 0.01% 160
2024
Q4 		$213K Buy
3,393
+162
+5% +$10.6K 0.01% 185
2024
Q3 		$213K Sell
3,231
-139
-4% -$9.85K 0.01% 191
2024
Q2 		$243K Buy
3,370
+67
+2% +$4.79K 0.01% 179
2024
Q1 		$221K Buy
+3,303
New +$212K 0.01% 189

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
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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Foster Group's SHEL Position: Q2 2026 in Review

Foster Group increased its Shell (SHEL) stake by 19% in Q2 2026, buying an estimated $57.6K and bringing the position to 4,244 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #230.

Foster Group first reported a position in SHEL in Q1 2024 and has held it in 10 quarters since. The position peaked at $333K in Q1 2026. 268 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Foster Group held 4,244 shares of Shell worth $329K as of Q2 2026.
  • Foster Group bought 667 Shell shares in Q2 2026, an estimated $57.6K.
  • Shell made up 0.01% of Foster Group's portfolio in Q2 2026, its #230 holding.
  • Foster Group first reported a position in Shell in Q1 2024 and has held it in 10 quarters since.
  • Foster Group's Shell position peaked at $333K in Q1 2026.
  • 268 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.