Founders Capital Management (Texas)’s Shell SHEL Stock Holding History

Founders Capital Management (Texas)’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	$51.3K	Hold	662	–	–	0.02%	154
2026 Q1	$61.6K	Sell	662 -108	-14%	-$8.73K	0.03%	129
2025 Q4	$56.6K	Hold	770	–	–	0.03%	131
2025 Q3	$55.1K	Hold	770	–	–	0.03%	132
2025 Q2	$54.2K	Hold	770	–	–	0.03%	127
2025 Q1	$56.4K	Hold	770	–	–	0.04%	124
2024 Q4	$48.2K	Hold	770	–	–	0.03%	137
2024 Q3	$50.8K	Hold	770	–	–	0.03%	137
2024 Q2	$55.6K	Hold	770	–	–	0.04%	129
2024 Q1	$51.6K	Sell	770 -60	-7%	-$3.85K	0.03%	134
2023 Q4	$54.6K	Buy	830 +168	+25%	+$11K	0.04%	132
2023 Q3	$42.6K	Buy	662 +115	+21%	+$7.16K	0.03%	145
2023 Q2	$33K	Hold	547	–	–	0.02%	178
2023 Q1	$31K	Buy	547 +47	+9%	+$2.77K	0.02%	180
2022 Q4	$28K	Hold	500	–	–	0.02%	192
2022 Q3	$25K	Hold	500	–	–	0.02%	196
2022 Q2	$26K	Buy	+500	New	+$28.1K	0.02%	200

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Founders Capital Management (Texas)'s SHEL Position: Q2 2026 in Review

Founders Capital Management (Texas) held its Shell (SHEL) position steady in Q2 2026 at 662 shares worth $51.3K. The position accounts for 0.02% of the portfolio, ranked #154.

Founders Capital Management (Texas) first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $61.6K in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Founders Capital Management (Texas) held 662 shares of Shell worth $51.3K as of Q2 2026.
Founders Capital Management (Texas) left its Shell share count unchanged in Q2 2026.
Shell made up 0.02% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #154 holding.
Founders Capital Management (Texas) first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
Founders Capital Management (Texas)'s Shell position peaked at $61.6K in Q1 2026.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.