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GAMMA Investing’s Shell SHEL Stock Holding History

GAMMA Investing’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 		$1.12M Buy
14,412
+1,350
+10% +$117K 0.04% 363
2026
Q1 		$1.21M Buy
13,062
+2,480
+23% +$200K 0.06% 295
2025
Q4 		$778K Buy
10,582
+469
+5% +$34.5K 0.04% 394
2025
Q3 		$723K Buy
10,113
+2,188
+28% +$158K 0.04% 393
2025
Q2 		$558K Buy
7,925
+2,156
+37% +$145K 0.04% 442
2025
Q1 		$423K Buy
5,769
+1,662
+40% +$112K 0.03% 482
2024
Q4 		$257K Sell
4,107
-954
-19% -$62.5K 0.02% 597
2024
Q3 		$334K Buy
5,061
+688
+16% +$48.7K 0.03% 429
2024
Q2 		$316K Buy
4,373
+412
+10% +$29.4K 0.04% 379
2024
Q1 		$266K Buy
3,961
+710
+22% +$45.5K 0.05% 321
2023
Q4 		$205K Buy
+3,251
New +$213K 0.06% 301

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

GAMMA Investing's SHEL Position: Q2 2026 in Review

GAMMA Investing increased its Shell (SHEL) stake by 10% in Q2 2026, buying an estimated $117K and bringing the position to 14,412 shares worth $1.12M. The position accounts for 0.04% of the portfolio, ranked #363.

GAMMA Investing first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.21M in Q1 2026. 428 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • GAMMA Investing held 14,412 shares of Shell worth $1.12M as of Q2 2026.
  • GAMMA Investing bought 1,350 Shell shares in Q2 2026, an estimated $117K.
  • Shell made up 0.04% of GAMMA Investing's portfolio in Q2 2026, its #363 holding.
  • GAMMA Investing first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's Shell position peaked at $1.21M in Q1 2026.
  • 428 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.