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Neville Rodie & Shaw’s Shell SHEL Stock Holding History

Neville Rodie & Shaw’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 		$5.15M Sell
66,450
-1,525
-2% -$132K 0.33% 60
2026
Q1 		$6.32M Sell
67,975
-5,175
-7% -$418K 0.46% 51
2025
Q4 		$5.38M Sell
73,150
-10,900
-13% -$803K 0.38% 60
2025
Q3 		$6.01M Sell
84,050
-2,875
-3% -$207K 0.43% 56
2025
Q2 		$6.12M Sell
86,925
-8,375
-9% -$561K 0.45% 54
2025
Q1 		$6.98M Sell
95,300
-5,595
-6% -$377K 0.55% 46
2024
Q4 		$6.32M Sell
100,895
-7,530
-7% -$493K 0.46% 53
2024
Q3 		$7.15M Sell
108,425
-17,875
-14% -$1.27M 0.53% 49
2024
Q2 		$9.12M Sell
126,300
-1,700
-1% -$122K 0.69% 40
2024
Q1 		$8.58M Sell
128,000
-100
-0.1% -$6.41K 0.66% 41
2023
Q4 		$8.43M Buy
128,100
+25
+0% +$1.64K 0.69% 38
2023
Q3 		$8.24M Hold
128,075
– – 0.74% 37
2023
Q2 		$7.73M Buy
128,075
+2,450
+2% +$147K 0.67% 39
2023
Q1 		$7.23M Sell
125,625
-300
-0.2% -$17.6K 0.65% 41
2022
Q4 		$7.17M Buy
125,925
+3,550
+3% +$196K 0.67% 41
2022
Q3 		$6.09M Sell
122,375
-3,000
-2% -$155K 0.6% 48
2022
Q2 		$6.56M Buy
125,375
+2,300
+2% +$129K 0.59% 48
2022
Q1 		$6.86M Buy
+123,075
New +$6.53M 0.51% 53

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

Neville Rodie & Shaw's SHEL Position: Q2 2026 in Review

Neville Rodie & Shaw reduced its Shell (SHEL) stake by 2.2% in Q2 2026, selling an estimated $132K and leaving 66,450 shares worth $5.15M. The position accounts for 0.33% of the portfolio, ranked #60.

Neville Rodie & Shaw first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $9.12M in Q2 2024. 366 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Neville Rodie & Shaw held 66,450 shares of Shell worth $5.15M as of Q2 2026.
  • Neville Rodie & Shaw sold 1,525 Shell shares in Q2 2026, an estimated $132K.
  • Shell made up 0.33% of Neville Rodie & Shaw's portfolio in Q2 2026, its #60 holding.
  • Neville Rodie & Shaw first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Neville Rodie & Shaw's Shell position peaked at $9.12M in Q2 2024.
  • 366 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Neville Rodie & Shaw's 13F filing for Q2 2026, filed 6 Jul 2026.