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Lantz Financial’s Shell SHEL Stock Holding History

Lantz 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 		$403K Sell
5,199
-145
-3% -$12.5K 0.07% 195
2026
Q1 		$497K Buy
5,344
+296
+6% +$23.9K 0.1% 165
2025
Q4 		$371K Buy
5,048
+14
+0.3% +$1.03K 0.08% 191
2025
Q3 		$360K Buy
5,034
+81
+2% +$5.83K 0.08% 189
2025
Q2 		$349K Sell
4,953
-54
-1% -$3.62K 0.09% 170
2025
Q1 		$367K Buy
5,007
+28
+0.6% +$1.89K 0.1% 162
2024
Q4 		$312K Buy
4,979
+101
+2% +$6.62K 0.08% 173
2024
Q3 		$322K Sell
4,878
-36
-0.7% -$2.55K 0.09% 175
2024
Q2 		$355K Buy
4,914
+129
+3% +$9.22K 0.11% 150
2024
Q1 		$321K Buy
4,785
+453
+10% +$29K 0.1% 157
2023
Q4 		$285K Buy
4,332
+570
+15% +$37.4K 0.1% 162
2023
Q3 		$242K Buy
3,762
+429
+13% +$26.7K 0.1% 162
2023
Q2 		$201K Buy
+3,333
New +$200K 0.08% 183

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

Lantz Financial's SHEL Position: Q2 2026 in Review

Lantz Financial reduced its Shell (SHEL) stake by 2.7% in Q2 2026, selling an estimated $12.5K and leaving 5,199 shares worth $403K. The position accounts for 0.07% of the portfolio, ranked #195.

Lantz Financial first reported a position in SHEL in Q2 2023 and has held it in 13 quarters since. The position peaked at $497K in Q1 2026. 343 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Lantz Financial held 5,199 shares of Shell worth $403K as of Q2 2026.
  • Lantz Financial sold 145 Shell shares in Q2 2026, an estimated $12.5K.
  • Shell made up 0.07% of Lantz Financial's portfolio in Q2 2026, its #195 holding.
  • Lantz Financial first reported a position in Shell in Q2 2023 and has held it in 13 quarters since.
  • Lantz Financial's Shell position peaked at $497K in Q1 2026.
  • 343 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.