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LVW Advisors’s Shell SHEL Stock Holding History

LVW Advisors’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 		$280K Buy
3,609
+467
+15% +$40.3K 0.02% 365
2026
Q1 		$292K Buy
+3,142
New +$254K 0.03% 335

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
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
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

LVW Advisors's SHEL Position: Q2 2026 in Review

LVW Advisors increased its Shell (SHEL) stake by 15% in Q2 2026, buying an estimated $40.3K and bringing the position to 3,609 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #365.

LVW Advisors first reported a position in SHEL in Q1 2026 and has held it in 2 quarters since. The position peaked at $292K in Q1 2026. 653 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • LVW Advisors held 3,609 shares of Shell worth $280K as of Q2 2026.
  • LVW Advisors bought 467 Shell shares in Q2 2026, an estimated $40.3K.
  • Shell made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #365 holding.
  • LVW Advisors first reported a position in Shell in Q1 2026 and has held it in 2 quarters since.
  • LVW Advisors's Shell position peaked at $292K in Q1 2026.
  • 653 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.