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Linden Thomas Advisory Services’s Shell SHEL Stock Holding History

Linden Thomas Advisory Services’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 		$835K Buy
10,769
+428
+4% +$36.9K 0.07% 363
2026
Q1 		$962K Buy
10,341
+438
+4% +$35.4K 0.09% 324
2025
Q4 		$728K Buy
9,903
+453
+5% +$33.4K 0.07% 357
2025
Q3 		$676K Buy
9,450
+717
+8% +$51.6K 0.07% 363
2025
Q2 		$615K Buy
8,733
+1,307
+18% +$87.6K 0.07% 369
2025
Q1 		$544K Buy
7,426
+791
+12% +$53.3K 0.07% 364
2024
Q4 		$416K Buy
6,635
+1,392
+27% +$91.2K 0.05% 402
2024
Q3 		$346K Buy
5,243
+1,078
+26% +$76.3K 0.05% 407
2024
Q2 		$301K Buy
4,165
+688
+20% +$49.2K 0.05% 398
2024
Q1 		$233K Buy
+3,477
New +$223K 0.04% 405

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

Linden Thomas Advisory Services's SHEL Position: Q2 2026 in Review

Linden Thomas Advisory Services increased its Shell (SHEL) stake by 4.1% in Q2 2026, buying an estimated $36.9K and bringing the position to 10,769 shares worth $835K. The position accounts for 0.07% of the portfolio, ranked #363.

Linden Thomas Advisory Services first reported a position in SHEL in Q1 2024 and has held it in 10 quarters since. The position peaked at $962K in Q1 2026. 473 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Linden Thomas Advisory Services held 10,769 shares of Shell worth $835K as of Q2 2026.
  • Linden Thomas Advisory Services bought 428 Shell shares in Q2 2026, an estimated $36.9K.
  • Shell made up 0.07% of Linden Thomas Advisory Services's portfolio in Q2 2026, its #363 holding.
  • Linden Thomas Advisory Services first reported a position in Shell in Q1 2024 and has held it in 10 quarters since.
  • Linden Thomas Advisory Services's Shell position peaked at $962K in Q1 2026.
  • 473 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.