Physician Wealth Advisors’s Shell SHEL Stock Holding History

Physician Wealth 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	$72.3K	Sell	933 -39	-4%	-$3.37K	0.01%	365
2026 Q1	$90.4K	Sell	972 -4	-0.4%	-$323	0.01%	300
2025 Q4	$71.7K	Buy	976 +24	+3%	+$1.77K	0.01%	323
2025 Q3	$68.1K	Buy	952 +20	+2%	+$1.44K	0.01%	322
2025 Q2	$65.6K	Buy	932 +57	+7%	+$3.82K	0.01%	311
2025 Q1	$64.1K	Sell	875 -346	-28%	-$23.3K	0.01%	301
2024 Q4	$76.5K	Buy	+1,221	New	+$80K	0.01%	287

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Physician Wealth Advisors's SHEL Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Shell (SHEL) stake by 4% in Q2 2026, selling an estimated $3.37K and leaving 933 shares worth $72.3K. The position accounts for 0.01% of the portfolio, ranked #365.

Physician Wealth Advisors first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $90.4K in Q1 2026. 345 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Physician Wealth Advisors held 933 shares of Shell worth $72.3K as of Q2 2026.
Physician Wealth Advisors sold 39 Shell shares in Q2 2026, an estimated $3.37K.
Shell made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #365 holding.
Physician Wealth Advisors first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Shell position peaked at $90.4K in Q1 2026.
345 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.