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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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

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. 473 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.
  • 473 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.