NLP
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Next Level Private’s Shell SHEL Stock Holding History

Next Level Private’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 		$1.33M Sell
17,116
-375
-2% -$32.4K 0.26% 64
2026
Q1 		$1.63M Buy
17,491
+486
+3% +$39.3K 0.37% 54
2025
Q4 		$1.25M Sell
17,005
-103
-0.6% -$7.59K 0.33% 58
2025
Q3 		$1.27M Buy
17,108
+62
+0.4% +$4.46K 0.37% 54
2025
Q2 		$1.2M Buy
17,046
+59
+0.3% +$3.96K 0.39% 51
2025
Q1 		$1.24M Buy
16,987
+60
+0.4% +$4.04K 0.46% 48
2024
Q4 		$1.06M Buy
16,927
+29
+0.2% +$1.9K 0.43% 50
2024
Q3 		$1.11M Buy
16,898
+26
+0.2% +$1.84K 0.46% 47
2024
Q2 		$1.22M Buy
16,872
+121
+0.7% +$8.65K 0.56% 46
2024
Q1 		$1.12M Buy
16,751
+27
+0.2% +$1.73K 0.52% 46
2023
Q4 		$1.1M Buy
16,724
+25
+0.1% +$1.64K 0.62% 42
2023
Q3 		$1.06M Buy
16,699
+26
+0.2% +$1.62K 0.7% 40
2023
Q2 		$999K Buy
16,673
+24
+0.1% +$1.44K 0.65% 42
2023
Q1 		$958K Buy
16,649
+25
+0.2% +$1.47K 0.75% 37
2022
Q4 		$965K Buy
16,624
+21
+0.1% +$1.16K 0.71% 37
2022
Q3 		$897K Buy
16,603
+12,648
+320% +$652K 0.79% 30
2022
Q2 		$207K Sell
3,955
-12,601
-76% -$708K 0.08% 128
2022
Q1 		$909K Buy
+16,556
New +$879K 0.73% 33

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
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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Next Level Private's SHEL Position: Q2 2026 in Review

Next Level Private reduced its Shell (SHEL) stake by 2.1% in Q2 2026, selling an estimated $32.4K and leaving 17,116 shares worth $1.33M. The position accounts for 0.26% of the portfolio, ranked #64.

Next Level Private first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.63M in Q1 2026. 268 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Next Level Private held 17,116 shares of Shell worth $1.33M as of Q2 2026.
  • Next Level Private sold 375 Shell shares in Q2 2026, an estimated $32.4K.
  • Shell made up 0.26% of Next Level Private's portfolio in Q2 2026, its #64 holding.
  • Next Level Private first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Next Level Private's Shell position peaked at $1.63M in Q1 2026.
  • 268 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.