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InTrack Investment Management’s Shell SHEL Stock Holding History

InTrack Investment Management’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 		$643K Buy
8,292
+94
+1% +$8.11K 0.32% 74
2026
Q1 		$762K Sell
8,198
-1,668
-17% -$135K 0.43% 60
2025
Q4 		$725K Buy
9,866
+594
+6% +$43.8K 0.41% 66
2025
Q3 		$663K Buy
9,272
+460
+5% +$33.1K 0.4% 70
2025
Q2 		$620K Buy
8,812
+1,120
+15% +$75.1K 0.42% 69
2025
Q1 		$564K Buy
7,692
+10
+0.1% +$674 0.51% 56
2024
Q4 		$506K Buy
7,682
+1,135
+17% +$74.4K 0.35% 74
2024
Q3 		$432K Buy
6,547
+12
+0.2% +$850 0.31% 92
2024
Q2 		$472K Sell
6,535
-227
-3% -$16.2K 0.34% 88
2024
Q1 		$453K Buy
6,762
+105
+2% +$6.73K 0.34% 91
2023
Q4 		$438K Sell
6,657
-189
-3% -$12.4K 0.33% 96
2023
Q3 		$441K Buy
6,846
+16
+0.2% +$996 0.39% 86
2023
Q2 		$412K Buy
6,830
+684
+11% +$41K 0.34% 103
2023
Q1 		$366K Buy
6,146
+2
+0% +$118 0.34% 89
2022
Q4 		$350K Sell
6,144
-420
-6% -$23.2K 0.35% 80
2022
Q3 		$327K Buy
6,564
+112
+2% +$5.77K 0.36% 84
2022
Q2 		$337K Buy
+6,452
New +$362K 0.34% 85

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
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

InTrack Investment Management's SHEL Position: Q2 2026 in Review

InTrack Investment Management increased its Shell (SHEL) stake by 1.1% in Q2 2026, buying an estimated $8.11K and bringing the position to 8,292 shares worth $643K. The position accounts for 0.32% of the portfolio, ranked #74.

InTrack Investment Management first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $762K in Q1 2026. 346 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • InTrack Investment Management held 8,292 shares of Shell worth $643K as of Q2 2026.
  • InTrack Investment Management bought 94 Shell shares in Q2 2026, an estimated $8.11K.
  • Shell made up 0.32% of InTrack Investment Management's portfolio in Q2 2026, its #74 holding.
  • InTrack Investment Management first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
  • InTrack Investment Management's Shell position peaked at $762K in Q1 2026.
  • 346 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on InTrack Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.