Mills Wealth Advisors’s Shell SHEL Stock Holding History

Mills Wealth 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	-2,209	Closed	-$205K	–	83
2026 Q1	$205K	Buy	+2,209	New	+$178K	0.07%	80

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

Mills Wealth Advisors's SHEL Position: Q2 2026 in Review

Mills Wealth Advisors sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,209 shares — an estimated $205K sold.

Mills Wealth Advisors first reported a position in SHEL in Q1 2026 and held it in 1 quarter. The position peaked at $205K in Q1 2026. 473 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Mills Wealth Advisors reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Mills Wealth Advisors sold 2,209 Shell shares in Q2 2026, an estimated $205K.
Mills Wealth Advisors first reported a position in Shell in Q1 2026 and held it in 1 quarter.
Mills Wealth Advisors's Shell position peaked at $205K in Q1 2026.
473 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.