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Investment Research & Advisory Group’s Shell SHEL Stock Holding History

Investment Research & 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 		$12.8K Hold
165
– – ﹤0.01% 224
2026
Q1 		$15.3K Hold
165
– – 0.01% 192
2025
Q4 		$12.1K Hold
165
– – ﹤0.01% 186
2025
Q3 		$11.8K Hold
165
– – ﹤0.01% 170
2025
Q2 		$11.6K Hold
165
– – ﹤0.01% 163
2025
Q1 		$12.1K Buy
+165
New +$11.1K 0.01% 160

Other funds holding SHEL

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
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
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

Investment Research & Advisory Group's SHEL Position: Q2 2026 in Review

Investment Research & Advisory Group held its Shell (SHEL) position steady in Q2 2026 at 165 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

Investment Research & Advisory Group first reported a position in SHEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $15.3K in Q1 2026. 601 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Investment Research & Advisory Group held 165 shares of Shell worth $12.8K as of Q2 2026.
  • Investment Research & Advisory Group left its Shell share count unchanged in Q2 2026.
  • Shell made up ﹤0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #224 holding.
  • Investment Research & Advisory Group first reported a position in Shell in Q1 2025 and has held it in 6 quarters since.
  • Investment Research & Advisory Group's Shell position peaked at $15.3K in Q1 2026.
  • 601 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.