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Keating Investment Counselors’s Shell SHEL Stock Holding History

Keating Investment Counselors’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
-2,575
Closed -$239K – 63
2026
Q1 		$239K Buy
+2,575
New +$208K 0.06% 55
2025
Q3 		– Sell
-4,375
Closed -$308K – 65
2025
Q2 		$308K Sell
4,375
-300
-6% -$20.1K 0.09% 54
2025
Q1 		$343K Hold
4,675
– – 0.1% 54
2024
Q4 		$293K Sell
4,675
-1,125
-19% -$73.7K 0.09% 58
2024
Q3 		$383K Hold
5,800
– – 0.11% 55
2024
Q2 		$419K Buy
5,800
+1,200
+26% +$85.8K 0.13% 52
2024
Q1 		$308K Buy
4,600
+290
+7% +$18.6K 0.1% 68
2023
Q4 		$284K Buy
4,310
+375
+10% +$24.6K 0.1% 78
2023
Q3 		$253K Buy
+3,935
New +$245K 0.09% 77

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
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
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

Keating Investment Counselors's SHEL Position: Q2 2026 in Review

Keating Investment Counselors sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,575 shares — an estimated $239K sold.

Keating Investment Counselors first reported a position in SHEL in Q3 2023 and held it in 9 quarters. The position peaked at $419K in Q2 2024. 473 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Keating Investment Counselors reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
  • Keating Investment Counselors sold 2,575 Shell shares in Q2 2026, an estimated $239K.
  • Keating Investment Counselors first reported a position in Shell in Q3 2023 and held it in 9 quarters.
  • Keating Investment Counselors's Shell position peaked at $419K in Q2 2024.
  • 473 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Keating Investment Counselors's 13F filing for Q2 2026, filed 16 Jul 2026.