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HF Advisory Group’s Shell SHEL Stock Holding History

HF Advisory 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 		$3.73M Sell
48,113
-922
-2% -$79.6K 1.15% 29
2026
Q1 		$4.56M Buy
49,035
+3,084
+7% +$249K 1.55% 13
2025
Q4 		$3.38M Buy
45,951
+4,051
+10% +$298K 1.18% 23
2025
Q3 		$3M Buy
41,900
+3,435
+9% +$247K 1.1% 25
2025
Q2 		$2.71M Buy
38,465
+6,499
+20% +$436K 1.07% 26
2025
Q1 		$2.34M Buy
31,966
+2,406
+8% +$162K 1.02% 32
2024
Q4 		$1.85M Buy
29,560
+4,028
+16% +$264K 0.85% 41
2024
Q3 		$1.68M Buy
25,532
+1,993
+8% +$141K 0.78% 45
2024
Q2 		$1.7M Sell
23,539
-601
-2% -$43K 0.88% 40
2024
Q1 		$1.62M Buy
24,140
+812
+3% +$52K 0.91% 38
2023
Q4 		$1.53M Sell
23,328
-920
-4% -$60.4K 0.98% 35
2023
Q3 		$1.56M Buy
24,248
+1,671
+7% +$104K 1.16% 22
2023
Q2 		$1.36M Buy
22,577
+2,697
+14% +$162K 1.08% 29
2023
Q1 		$1.14M Buy
19,880
+3,360
+20% +$198K 1.02% 30
2022
Q4 		$941K Buy
+16,520
New +$911K 0.95% 33

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
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HF Advisory Group's SHEL Position: Q2 2026 in Review

HF Advisory Group reduced its Shell (SHEL) stake by 1.9% in Q2 2026, selling an estimated $79.6K and leaving 48,113 shares worth $3.73M. The position accounts for 1.15% of the portfolio, ranked #29.

HF Advisory Group first reported a position in SHEL in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.56M in Q1 2026. 268 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • HF Advisory Group held 48,113 shares of Shell worth $3.73M as of Q2 2026.
  • HF Advisory Group sold 922 Shell shares in Q2 2026, an estimated $79.6K.
  • Shell made up 1.15% of HF Advisory Group's portfolio in Q2 2026, its #29 holding.
  • HF Advisory Group first reported a position in Shell in Q4 2022 and has held it in 15 quarters since.
  • HF Advisory Group's Shell position peaked at $4.56M in Q1 2026.
  • 268 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.