Graves Light Lenhart Wealth’s Shell SHEL Stock Holding History

Graves Light Lenhart Wealth’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	$251K	Buy	3,237 +41	+1%	+$3.54K	0.02%	180
2026 Q1	$297K	Hold	3,196	–	–	0.03%	152
2025 Q4	$235K	Hold	3,196	–	–	0.02%	175
2025 Q3	$229K	Hold	3,196	–	–	0.03%	175
2025 Q2	$225K	Hold	3,196	–	–	0.03%	177
2025 Q1	$234K	Hold	3,196	–	–	0.03%	163
2024 Q4	$200K	Hold	3,196	–	–	0.02%	177
2024 Q3	$211K	Hold	3,196	–	–	0.03%	175
2024 Q2	$233K	Hold	3,196	–	–	0.03%	164
2024 Q1	$214K	Hold	3,196	–	–	0.02%	172
2023 Q4	$210K	Hold	3,196	–	–	0.03%	169
2023 Q3	$206K	Sell	3,196 -408	-11%	-$25.4K	0.03%	163
2023 Q2	$218K	Buy	+3,604	New	+$216K	0.03%	169
2022 Q4	–	Sell	-4,764	Closed	-$237K	–	178
2022 Q3	$237K	Hold	4,764	–	–	0.04%	150
2022 Q2	$249K	Hold	4,764	–	–	0.04%	153
2022 Q1	$262K	Buy	+4,764	New	+$253K	0.04%	155

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Graves Light Lenhart Wealth's SHEL Position: Q2 2026 in Review

Graves Light Lenhart Wealth increased its Shell (SHEL) stake by 1.3% in Q2 2026, buying an estimated $3.54K and bringing the position to 3,237 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #180.

Graves Light Lenhart Wealth first reported a position in SHEL in Q1 2022 and has held it in 16 quarters since. The position peaked at $297K in Q1 2026. 268 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Graves Light Lenhart Wealth held 3,237 shares of Shell worth $251K as of Q2 2026.
Graves Light Lenhart Wealth bought 41 Shell shares in Q2 2026, an estimated $3.54K.
Shell made up 0.02% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #180 holding.
Graves Light Lenhart Wealth first reported a position in Shell in Q1 2022 and has held it in 16 quarters since.
Graves Light Lenhart Wealth's Shell position peaked at $297K in Q1 2026.
268 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.