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Investors Research Corp’s Shell SHEL Stock Holding History

Investors Research Corp’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 		$555K Hold
7,163
– – 0.1% 160
2026
Q1 		$666K Sell
7,163
-2,944
-29% -$238K 0.13% 144
2025
Q4 		$743K Sell
10,107
-250
-2% -$18.4K 0.14% 140
2025
Q3 		$741K Hold
10,357
– – 0.14% 155
2025
Q2 		$729K Hold
10,357
– – 0.14% 150
2025
Q1 		$759K Hold
10,357
– – 0.16% 134
2024
Q4 		$649K Hold
10,357
– – 0.14% 163
2024
Q3 		$683K Hold
10,357
– – 0.15% 163
2024
Q2 		$748K Sell
10,357
-300
-3% -$21.4K 0.17% 145
2024
Q1 		$714K Sell
10,657
-200
-2% -$12.8K 0.17% 160
2023
Q4 		$714K Sell
10,857
-300
-3% -$19.7K 0.17% 151
2023
Q3 		$718K Hold
11,157
– – 0.19% 146
2023
Q2 		$674K Sell
11,157
-50
-0.4% -$3K 0.17% 158
2023
Q1 		$645K Sell
11,207
-175
-2% -$10.3K 0.17% 164
2022
Q4 		$648K Sell
11,382
-150
-1% -$8.27K 0.18% 165
2022
Q3 		$574K Buy
11,532
+49
+0.4% +$2.52K 0.18% 162
2022
Q2 		$600K Buy
+11,483
New +$645K 0.18% 163

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

Investors Research Corp's SHEL Position: Q2 2026 in Review

Investors Research Corp held its Shell (SHEL) position steady in Q2 2026 at 7,163 shares worth $555K. The position accounts for 0.1% of the portfolio, ranked #160.

Investors Research Corp first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $759K in Q1 2025. 309 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Investors Research Corp held 7,163 shares of Shell worth $555K as of Q2 2026.
  • Investors Research Corp left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.1% of Investors Research Corp's portfolio in Q2 2026, its #160 holding.
  • Investors Research Corp first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
  • Investors Research Corp's Shell position peaked at $759K in Q1 2025.
  • 309 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.