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Nations Financial Group’s Shell SHEL Stock Holding History

Nations Financial Group’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 		$372K Sell
4,794
-329
-6% -$28.4K 0.02% 604
2026
Q1 		$476K Sell
5,123
-216
-4% -$17.5K 0.02% 551
2025
Q4 		$392K Buy
5,339
+2,174
+69% +$160K 0.02% 570
2025
Q3 		$226K Buy
3,165
+182
+6% +$13.1K 0.01% 648
2025
Q2 		$210K Buy
2,983
+103
+4% +$6.9K 0.01% 638
2025
Q1 		$211K Sell
2,880
-597
-17% -$40.2K 0.02% 605
2024
Q4 		$218K Buy
3,477
+268
+8% +$17.6K 0.02% 625
2024
Q3 		$212K Buy
3,209
+247
+8% +$17.5K 0.02% 640
2024
Q2 		$214K Buy
+2,962
New +$212K 0.02% 599
2023
Q4 		– Sell
-4,290
Closed -$276K – 646
2023
Q3 		$276K Buy
4,290
+360
+9% +$22.4K 0.03% 511
2023
Q2 		$237K Buy
3,930
+200
+5% +$12K 0.02% 557
2023
Q1 		$215K Buy
+3,730
New +$219K 0.02% 561

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

Nations Financial Group's SHEL Position: Q2 2026 in Review

Nations Financial Group reduced its Shell (SHEL) stake by 6.4% in Q2 2026, selling an estimated $28.4K and leaving 4,794 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #604.

Nations Financial Group first reported a position in SHEL in Q1 2023 and has held it in 12 quarters since. The position peaked at $476K in Q1 2026. 473 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Nations Financial Group held 4,794 shares of Shell worth $372K as of Q2 2026.
  • Nations Financial Group sold 329 Shell shares in Q2 2026, an estimated $28.4K.
  • Shell made up 0.02% of Nations Financial Group's portfolio in Q2 2026, its #604 holding.
  • Nations Financial Group first reported a position in Shell in Q1 2023 and has held it in 12 quarters since.
  • Nations Financial Group's Shell position peaked at $476K in Q1 2026.
  • 473 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.