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PFW Advisors’s Shell SHEL Stock Holding History

PFW Advisors’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 		$204K Sell
2,637
-100
-4% -$8.63K 0.06% 121
2026
Q1 		$255K Hold
2,737
– – 0.08% 103
2025
Q4 		$201K Sell
2,737
-92
-3% -$6.78K 0.06% 120
2025
Q3 		$202K Buy
+2,829
New +$204K 0.06% 127

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

PFW Advisors's SHEL Position: Q2 2026 in Review

PFW Advisors reduced its Shell (SHEL) stake by 3.7% in Q2 2026, selling an estimated $8.63K and leaving 2,637 shares worth $204K. The position accounts for 0.06% of the portfolio, ranked #121.

PFW Advisors first reported a position in SHEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $255K in Q1 2026. 343 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • PFW Advisors held 2,637 shares of Shell worth $204K as of Q2 2026.
  • PFW Advisors sold 100 Shell shares in Q2 2026, an estimated $8.63K.
  • Shell made up 0.06% of PFW Advisors's portfolio in Q2 2026, its #121 holding.
  • PFW Advisors first reported a position in Shell in Q3 2025 and has held it in 4 quarters since.
  • PFW Advisors's Shell position peaked at $255K in Q1 2026.
  • 343 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.