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Global Wealth Strategies & Associates’s Shell SHEL Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-196
Closed -$18.2K – 392
2026
Q1 		$18.2K Buy
196
+31
+19% +$2.5K ﹤0.01% 257
2025
Q4 		$12.1K Sell
165
-20
-11% -$1.47K ﹤0.01% 291
2025
Q3 		$13.2K Buy
185
+20
+12% +$1.44K ﹤0.01% 259
2025
Q2 		$11.6K Hold
165
– – ﹤0.01% 212
2025
Q1 		$12.1K Sell
165
-25
-13% -$1.68K ﹤0.01% 240
2024
Q4 		$11.9K Hold
190
– – ﹤0.01% 211
2024
Q3 		$12.5K Hold
190
– – ﹤0.01% 180
2024
Q2 		$13.7K Hold
190
– – ﹤0.01% 148
2024
Q1 		$12.7K Buy
+190
New +$12.2K ﹤0.01% 163

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Global Wealth Strategies & Associates's SHEL Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Shell (SHEL) in Q2 2026, closing a stake of 196 shares — an estimated $18.2K sold.

Global Wealth Strategies & Associates first reported a position in SHEL in Q1 2024 and held it in 9 quarters. The position peaked at $18.2K in Q1 2026. 574 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 196 Shell shares in Q2 2026, an estimated $18.2K.
  • Global Wealth Strategies & Associates first reported a position in Shell in Q1 2024 and held it in 9 quarters.
  • Global Wealth Strategies & Associates's Shell position peaked at $18.2K in Q1 2026.
  • 574 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.