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Plancorp LLC’s Shell SHEL Stock Holding History

Plancorp LLC’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 		$258K Sell
3,071
-4,342
-59% -$375K 0.01% 355
2026
Q1 		$684K Hold
7,413
– – 0.02% 189
2025
Q4 		$545K Sell
7,413
-70
-0.9% -$5.16K 0.02% 209
2025
Q3 		$535K Hold
7,483
– – 0.02% 215
2025
Q2 		$527K Sell
7,483
-21
-0.3% -$1.41K 0.02% 219
2025
Q1 		$550K Buy
+7,504
New +$506K 0.02% 200
2024
Q4 		– Sell
-7,483
Closed -$494K – 334
2024
Q3 		$494K Hold
7,483
– – 0.02% 195
2024
Q2 		$540K Sell
7,483
-1
-0% -$71 0.02% 172
2024
Q1 		$502K Buy
7,484
+280
+4% +$17.9K 0.02% 181
2023
Q4 		$474K Sell
7,204
-1,706
-19% -$112K 0.02% 168
2023
Q3 		$574K Buy
8,910
+23
+0.3% +$1.43K 0.03% 141
2023
Q2 		$537K Hold
8,887
– – 0.03% 148
2023
Q1 		$511K Hold
8,887
– – 0.03% 151
2022
Q4 		$506K Hold
8,887
– – 0.03% 148
2022
Q3 		$442K Buy
8,887
+1
+0% +$52 0.03% 154
2022
Q2 		$465K Buy
+8,886
New +$499K 0.03% 153

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

Plancorp LLC's SHEL Position: Q2 2026 in Review

Plancorp LLC reduced its Shell (SHEL) stake by 59% in Q2 2026, selling an estimated $375K and leaving 3,071 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #355.

Plancorp LLC first reported a position in SHEL in Q2 2022 and has held it in 16 quarters since. The position peaked at $684K in Q1 2026. 428 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Plancorp LLC held 3,071 shares of Shell worth $258K as of Q2 2026.
  • Plancorp LLC sold 4,342 Shell shares in Q2 2026, an estimated $375K.
  • Shell made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #355 holding.
  • Plancorp LLC first reported a position in Shell in Q2 2022 and has held it in 16 quarters since.
  • Plancorp LLC's Shell position peaked at $684K in Q1 2026.
  • 428 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.