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Nova Wealth Management’s Shell SHEL Stock Holding History

Nova Wealth Management’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 		$32.8K Buy
423
+343
+429% +$29.6K 0.02% 271
2026
Q1 		$7.44K Sell
80
-15
-16% -$1.21K ﹤0.01% 394
2025
Q4 		$6.96K Hold
95
– – ﹤0.01% 391
2025
Q3 		$6.78K Hold
95
– – ﹤0.01% 386
2025
Q2 		$6.67K Buy
+95
New +$6.37K ﹤0.01% 408

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

Nova Wealth Management's SHEL Position: Q2 2026 in Review

Nova Wealth Management increased its Shell (SHEL) stake by 429% in Q2 2026, buying an estimated $29.6K and bringing the position to 423 shares worth $32.8K. The position accounts for 0.02% of the portfolio, ranked #271.

Nova Wealth Management first reported a position in SHEL in Q2 2025 and has held it in 5 quarters since. 268 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Nova Wealth Management held 423 shares of Shell worth $32.8K as of Q2 2026.
  • Nova Wealth Management bought 343 Shell shares in Q2 2026, an estimated $29.6K.
  • Shell made up 0.02% of Nova Wealth Management's portfolio in Q2 2026, its #271 holding.
  • Nova Wealth Management first reported a position in Shell in Q2 2025 and has held it in 5 quarters since.
  • 268 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.