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SHEL icon

LRI Investments’s Shell SHEL Stock Holding History

LRI Investments’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 		$55.4K Sell
715
-131
-15% -$11.3K ﹤0.01% 542
2026
Q1 		$78.7K Hold
846
– – 0.01% 452
2025
Q4 		$62.2K Buy
846
+170
+25% +$12.5K 0.01% 508
2025
Q3 		$48.3K Buy
676
+22
+3% +$1.58K ﹤0.01% 562
2025
Q2 		$46K Hold
654
– – ﹤0.01% 565
2025
Q1 		$47.9K Buy
654
+3
+0.5% +$202 ﹤0.01% 539
2024
Q4 		$40.8K Hold
651
– – ﹤0.01% 554
2024
Q3 		$42.8K Buy
651
+18
+3% +$1.27K ﹤0.01% 530
2024
Q2 		$45.7K Buy
633
+617
+3,856% +$44.1K 0.01% 484
2024
Q1 		$1.07K Buy
+16
New +$1.02K ﹤0.01% 795

Other funds holding SHEL

MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
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
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

LRI Investments's SHEL Position: Q2 2026 in Review

LRI Investments reduced its Shell (SHEL) stake by 15% in Q2 2026, selling an estimated $11.3K and leaving 715 shares worth $55.4K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

LRI Investments first reported a position in SHEL in Q1 2024 and has held it in 10 quarters since. The position peaked at $78.7K in Q1 2026. 676 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • LRI Investments held 715 shares of Shell worth $55.4K as of Q2 2026.
  • LRI Investments sold 131 Shell shares in Q2 2026, an estimated $11.3K.
  • Shell made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #542 holding.
  • LRI Investments first reported a position in Shell in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Shell position peaked at $78.7K in Q1 2026.
  • 676 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.