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Greystone Financial Group’s Shell SHEL Stock Holding History

Greystone Financial Group’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
-7,059
Closed -$657K – 87
2026
Q1 		$657K Sell
7,059
-17,222
-71% -$1.39M 0.19% 55
2025
Q4 		$1.78M Buy
24,281
+202
+0.8% +$14.9K 0.28% 54
2025
Q3 		$1.72M Buy
24,079
+261
+1% +$18.8K 0.27% 57
2025
Q2 		$1.68M Buy
23,818
+499
+2% +$33.4K 0.28% 53
2025
Q1 		$1.71M Sell
23,319
-120
-0.5% -$8.08K 0.31% 54
2024
Q4 		$1.47M Buy
23,439
+1,753
+8% +$115K 0.26% 59
2024
Q3 		$1.43M Sell
21,686
-68
-0.3% -$4.82K 0.26% 60
2024
Q2 		$1.57M Buy
21,754
+1,890
+10% +$135K 0.31% 53
2024
Q1 		$1.33M Buy
19,864
+3,829
+24% +$245K 0.27% 54
2023
Q4 		$1.06M Sell
16,035
-920
-5% -$60.4K 0.24% 59
2023
Q3 		$1.09M Sell
16,955
-555
-3% -$34.5K 0.27% 56
2023
Q2 		$1.06M Sell
17,510
-3,379
-16% -$203K 0.25% 58
2023
Q1 		$1.2M Buy
20,889
+974
+5% +$57.3K 0.3% 50
2022
Q4 		$1.13M Buy
19,915
+7,353
+59% +$405K 0.33% 46
2022
Q3 		$625K Buy
+12,562
New +$647K 0.21% 58

Other funds holding SHEL

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
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
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
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

Greystone Financial Group's SHEL Position: Q2 2026 in Review

Greystone Financial Group sold out of Shell (SHEL) in Q2 2026, closing a stake of 7,059 shares — an estimated $657K sold.

Greystone Financial Group first reported a position in SHEL in Q3 2022 and held it in 15 quarters. The position peaked at $1.78M in Q4 2025. 700 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Greystone Financial Group reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
  • Greystone Financial Group sold 7,059 Shell shares in Q2 2026, an estimated $657K.
  • Greystone Financial Group first reported a position in Shell in Q3 2022 and held it in 15 quarters.
  • Greystone Financial Group's Shell position peaked at $1.78M in Q4 2025.
  • 700 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.