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Hummer Financial Advisory Services’s Shell SHEL Stock Holding History

Hummer Financial Advisory Services’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
-2,569
Closed -$239K – 135
2026
Q1 		$239K Buy
+2,569
New +$208K 0.17% 112

Other funds holding SHEL

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Hummer Financial Advisory Services's SHEL Position: Q2 2026 in Review

Hummer Financial Advisory Services sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,569 shares — an estimated $239K sold.

Hummer Financial Advisory Services first reported a position in SHEL in Q1 2026 and held it in 1 quarter. The position peaked at $239K in Q1 2026. 676 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Hummer Financial Advisory Services reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
  • Hummer Financial Advisory Services sold 2,569 Shell shares in Q2 2026, an estimated $239K.
  • Hummer Financial Advisory Services first reported a position in Shell in Q1 2026 and held it in 1 quarter.
  • Hummer Financial Advisory Services's Shell position peaked at $239K in Q1 2026.
  • 676 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Hummer Financial Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.