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Net Worth Advisory Group’s Shell SHEL Stock Holding History

Net Worth Advisory 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 		$1.02M Buy
13,173
+1,411
+12% +$122K 0.26% 79
2026
Q1 		$1.09M Sell
11,762
-265
-2% -$21.4K 0.23% 84
2025
Q4 		$884K Buy
12,027
+2,372
+25% +$175K 0.18% 104
2025
Q3 		$691K Buy
9,655
+1,625
+20% +$117K 0.2% 106
2025
Q2 		$565K Buy
8,030
+331
+4% +$22.2K 0.13% 177
2025
Q1 		$564K Sell
7,699
-480
-6% -$32.3K 0.18% 140
2024
Q4 		$512K Sell
8,179
-2,395
-23% -$157K 0.16% 168
2024
Q3 		$697K Buy
+10,574
New +$749K 0.21% 120

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
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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Net Worth Advisory Group's SHEL Position: Q2 2026 in Review

Net Worth Advisory Group increased its Shell (SHEL) stake by 12% in Q2 2026, buying an estimated $122K and bringing the position to 13,173 shares worth $1.02M. The position accounts for 0.26% of the portfolio, ranked #79.

Net Worth Advisory Group first reported a position in SHEL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.09M in Q1 2026. 309 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Net Worth Advisory Group held 13,173 shares of Shell worth $1.02M as of Q2 2026.
  • Net Worth Advisory Group bought 1,411 Shell shares in Q2 2026, an estimated $122K.
  • Shell made up 0.26% of Net Worth Advisory Group's portfolio in Q2 2026, its #79 holding.
  • Net Worth Advisory Group first reported a position in Shell in Q3 2024 and has held it in 8 quarters since.
  • Net Worth Advisory Group's Shell position peaked at $1.09M in Q1 2026.
  • 309 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.