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Lee, Danner & Bass’s Shell SHEL Stock Holding History

Lee, Danner & Bass’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 		$1.06M Hold
13,703
– – 0.06% 153
2026
Q1 		$1.27M Hold
13,703
– – 0.08% 140
2025
Q4 		$1.01M Hold
13,703
– – 0.07% 136
2025
Q3 		$980K Buy
13,703
+100
+0.7% +$7.2K 0.07% 138
2025
Q2 		$958K Hold
13,603
– – 0.07% 135
2025
Q1 		$997K Hold
13,603
– – 0.08% 134
2024
Q4 		$852K Sell
13,603
-100
-0.7% -$6.55K 0.07% 139
2024
Q3 		$904K Buy
13,703
+147
+1% +$10.4K 0.06% 142
2024
Q2 		$978K Buy
+13,556
New +$969K 0.08% 135
2023
Q4 		$862K Sell
13,096
-3,949
-23% -$259K 0.07% 137
2023
Q3 		$1.1M Hold
17,045
– – 0.1% 116
2023
Q2 		$1.03M Sell
17,045
-185
-1% -$11.1K 0.09% 125
2023
Q1 		$991K Sell
17,230
-2,000
-10% -$118K 0.09% 126
2022
Q4 		$1.09M Sell
19,230
-783
-4% -$43.2K 0.1% 122
2022
Q3 		$996K Sell
20,013
-963
-5% -$49.6K 0.11% 119
2022
Q2 		$1.1M Sell
20,976
-20,503
-49% -$1.15M 0.11% 114
2022
Q1 		$2.28M Buy
+41,479
New +$2.2M 0.19% 97

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
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

Lee, Danner & Bass's SHEL Position: Q2 2026 in Review

Lee, Danner & Bass held its Shell (SHEL) position steady in Q2 2026 at 13,703 shares worth $1.06M. The position accounts for 0.06% of the portfolio, ranked #153.

Lee, Danner & Bass first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.28M in Q1 2022. 583 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Lee, Danner & Bass held 13,703 shares of Shell worth $1.06M as of Q2 2026.
  • Lee, Danner & Bass left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.06% of Lee, Danner & Bass's portfolio in Q2 2026, its #153 holding.
  • Lee, Danner & Bass first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Lee, Danner & Bass's Shell position peaked at $2.28M in Q1 2022.
  • 583 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.