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MJT & Associates Financial Advisory’s Shell SHEL Stock Holding History

MJT & Associates Financial Advisory’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 		$5.12K Hold
66
– – ﹤0.01% 282
2026
Q1 		$6.14K Hold
66
– – ﹤0.01% 241
2025
Q4 		$4.85K Hold
66
– – ﹤0.01% 284
2025
Q3 		$4.72K Buy
+66
New +$4.75K ﹤0.01% 299

Other funds holding SHEL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

MJT & Associates Financial Advisory's SHEL Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Shell (SHEL) position steady in Q2 2026 at 66 shares worth $5.12K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

MJT & Associates Financial Advisory first reported a position in SHEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.14K in Q1 2026. 473 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • MJT & Associates Financial Advisory held 66 shares of Shell worth $5.12K as of Q2 2026.
  • MJT & Associates Financial Advisory left its Shell share count unchanged in Q2 2026.
  • Shell made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #282 holding.
  • MJT & Associates Financial Advisory first reported a position in Shell in Q3 2025 and has held it in 4 quarters since.
  • MJT & Associates Financial Advisory's Shell position peaked at $6.14K in Q1 2026.
  • 473 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.