IF
SHEL icon

Intrua Financial’s Shell SHEL Stock Holding History

Intrua Financial’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 		$946K Sell
12,196
-1,068
-8% -$92.2K 0.09% 170
2026
Q1 		$1.23M Sell
13,264
-876
-6% -$70.8K 0.13% 124
2025
Q4 		$1.04M Buy
14,140
+1,223
+9% +$90.1K 0.11% 147
2025
Q3 		$924K Buy
12,917
+1,196
+10% +$86.1K 0.1% 157
2025
Q2 		$825K Sell
11,721
-3,130
-21% -$210K 0.11% 137
2025
Q1 		$1.09M Buy
14,851
+697
+5% +$47K 0.16% 101
2024
Q4 		$887K Buy
14,154
+1,048
+8% +$68.7K 0.14% 121
2024
Q3 		$864K Sell
13,106
-364
-3% -$25.8K 0.13% 133
2024
Q2 		$972K Sell
13,470
-1,113
-8% -$79.6K 0.15% 125
2024
Q1 		$978K Sell
14,583
-115
-0.8% -$7.37K 0.14% 144
2023
Q4 		$967K Sell
14,698
-896
-6% -$58.8K 0.14% 142
2023
Q3 		$1M Sell
15,594
-868
-5% -$54K 0.17% 117
2023
Q2 		$994K Sell
16,462
-277
-2% -$16.6K 0.17% 113
2023
Q1 		$1.01M Sell
16,739
-1,429
-8% -$84.1K 0.21% 107
2022
Q4 		$1.07M Sell
18,168
-1,338
-7% -$73.8K 0.25% 92
2022
Q3 		$971K Sell
19,506
-3,770
-16% -$194K 0.26% 89
2022
Q2 		$1.22M Sell
23,276
-251
-1% -$14.1K 0.26% 84
2022
Q1 		$1.29M Buy
+23,527
New +$1.25M 0.23% 92

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

Intrua Financial's SHEL Position: Q2 2026 in Review

Intrua Financial reduced its Shell (SHEL) stake by 8.1% in Q2 2026, selling an estimated $92.2K and leaving 12,196 shares worth $946K. The position accounts for 0.09% of the portfolio, ranked #170.

Intrua Financial first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.29M in Q1 2022. 676 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Intrua Financial held 12,196 shares of Shell worth $946K as of Q2 2026.
  • Intrua Financial sold 1,068 Shell shares in Q2 2026, an estimated $92.2K.
  • Shell made up 0.09% of Intrua Financial's portfolio in Q2 2026, its #170 holding.
  • Intrua Financial first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Intrua Financial's Shell position peaked at $1.29M in Q1 2022.
  • 676 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.