Marathon Strategic Advisors’s Shell SHEL Stock Holding History

Marathon Strategic 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	–	Sell	-2,383	Closed	-$222K	–	54
2026 Q1	$222K	Buy	+2,383	New	+$193K	0.16%	48

Other funds holding SHEL

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Thomasville National Bank Thomasville, Georgia $1.82B AUM

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

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Marathon Strategic Advisors's SHEL Position: Q2 2026 in Review

Marathon Strategic Advisors sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,383 shares — an estimated $222K sold.

Marathon Strategic Advisors first reported a position in SHEL in Q1 2026 and held it in 1 quarter. The position peaked at $222K in Q1 2026. 446 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Marathon Strategic Advisors reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Marathon Strategic Advisors sold 2,383 Shell shares in Q2 2026, an estimated $222K.
Marathon Strategic Advisors first reported a position in Shell in Q1 2026 and held it in 1 quarter.
Marathon Strategic Advisors's Shell position peaked at $222K in Q1 2026.
446 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.