Lunt Capital Management’s Shell SHEL Stock Holding History

Lunt Capital Management’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	$395K	Hold	5,099	–	–	0.15%	67
2026 Q1	$474K	Hold	5,099	–	–	0.18%	66
2025 Q4	$375K	Hold	5,099	–	–	0.14%	69
2025 Q3	$365K	Hold	5,099	–	–	0.14%	75
2025 Q2	$359K	Hold	5,099	–	–	0.14%	70
2025 Q1	$374K	Hold	5,099	–	–	0.14%	65
2024 Q4	$319K	Hold	5,099	–	–	0.12%	67
2024 Q3	$336K	Hold	5,099	–	–	0.16%	69
2024 Q2	$368K	Hold	5,099	–	–	0.18%	66
2024 Q1	$342K	Sell	5,099 -323	-6%	-$20.7K	0.17%	71
2023 Q4	$357K	Hold	5,422	–	–	0.18%	69
2023 Q3	$349K	Hold	5,422	–	–	0.18%	61
2023 Q2	$327K	Buy	+5,422	New	+$325K	0.18%	65

Other funds holding SHEL

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

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Lunt Capital Management's SHEL Position: Q2 2026 in Review

Lunt Capital Management held its Shell (SHEL) position steady in Q2 2026 at 5,099 shares worth $395K. The position accounts for 0.15% of the portfolio, ranked #67.

Lunt Capital Management first reported a position in SHEL in Q2 2023 and has held it in 13 quarters since. The position peaked at $474K in Q1 2026. 675 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Lunt Capital Management held 5,099 shares of Shell worth $395K as of Q2 2026.
Lunt Capital Management left its Shell share count unchanged in Q2 2026.
Shell made up 0.15% of Lunt Capital Management's portfolio in Q2 2026, its #67 holding.
Lunt Capital Management first reported a position in Shell in Q2 2023 and has held it in 13 quarters since.
Lunt Capital Management's Shell position peaked at $474K in Q1 2026.
675 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Lunt Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.