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Pacifica Partners’s Shell SHEL Stock Holding History

Pacifica Partners’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 		$3.9K Hold
50
– – ﹤0.01% 362
2026
Q1 		$4.65K Hold
50
– – ﹤0.01% 360
2025
Q4 		$3.77K Hold
50
– – ﹤0.01% 353
2025
Q3 		$3.62K Hold
50
– – ﹤0.01% 417
2025
Q2 		$3.55K Sell
50
-81
-62% -$5.43K ﹤0.01% 422
2025
Q1 		$9.14K Sell
131
-55
-30% -$3.71K ﹤0.01% 342
2024
Q4 		$11.7K Hold
186
– – 0.01% 326
2024
Q3 		$12.3K Hold
186
– – 0.01% 338
2024
Q2 		$13.6K Sell
186
-100
-35% -$7.15K 0.01% 333
2024
Q1 		$19.3K Sell
286
-50
-15% -$3.2K 0.01% 299
2023
Q4 		$21.6K Hold
336
– – 0.01% 298
2023
Q3 		$21K Hold
336
– – 0.01% 281
2023
Q2 		$20.1K Buy
336
+100
+42% +$6K 0.01% 241
2023
Q1 		$14.2K Buy
236
+81
+52% +$4.76K 0.01% 274
2022
Q4 		$8.98K Hold
155
– – 0.01% 294
2022
Q3 		$8K Hold
155
– – 0.01% 320
2022
Q2 		$8K Sell
155
-50
-24% -$2.81K 0.01% 334
2022
Q1 		$11K Buy
+205
New +$10.9K 0.01% 299

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

Pacifica Partners's SHEL Position: Q2 2026 in Review

Pacifica Partners held its Shell (SHEL) position steady in Q2 2026 at 50 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Pacifica Partners first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $21.6K in Q4 2023. 473 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Pacifica Partners held 50 shares of Shell worth $3.9K as of Q2 2026.
  • Pacifica Partners left its Shell share count unchanged in Q2 2026.
  • Shell made up ﹤0.01% of Pacifica Partners's portfolio in Q2 2026, its #362 holding.
  • Pacifica Partners first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Pacifica Partners's Shell position peaked at $21.6K in Q4 2023.
  • 473 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.