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Planned Solutions’s Shell SHEL Stock Holding History

Planned Solutions’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 		$315K Buy
4,056
+173
+4% +$14.9K 0.09% 110
2026
Q1 		$361K Hold
3,883
– – 0.12% 84
2025
Q4 		$285K Buy
3,883
+43
+1% +$3.17K 0.09% 103
2025
Q3 		$275K Buy
+3,840
New +$277K 0.09% 102
2025
Q2 		– Sell
-3,300
Closed -$242K – 130
2025
Q1 		$242K Buy
+3,300
New +$222K 0.1% 99
2024
Q4 		– Sell
-2,565
Closed -$169K – 543
2024
Q3 		$169K Buy
+2,565
New +$182K 0.07% 133
2024
Q1 		– Sell
-2,325
Closed -$153K – 469
2023
Q4 		$153K Sell
2,325
-2,196
-49% -$144K 0.07% 118
2023
Q3 		$291K Hold
4,521
– – 0.18% 58
2023
Q2 		$273K Hold
4,521
– – 0.16% 59
2023
Q1 		$260K Buy
4,521
+140
+3% +$8.24K 0.16% 58
2022
Q4 		$249K Hold
4,381
– – 0.18% 56
2022
Q3 		$218K Hold
4,381
– – 0.18% 60
2022
Q2 		$229K Sell
4,381
-800
-15% -$44.9K 0.21% 54
2022
Q1 		$285K Buy
+5,181
New +$275K 0.2% 55

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

Planned Solutions's SHEL Position: Q2 2026 in Review

Planned Solutions increased its Shell (SHEL) stake by 4.5% in Q2 2026, buying an estimated $14.9K and bringing the position to 4,056 shares worth $315K. The position accounts for 0.09% of the portfolio, ranked #110.

Planned Solutions first reported a position in SHEL in Q1 2022 and has held it in 14 quarters since. The position peaked at $361K in Q1 2026. 268 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Planned Solutions held 4,056 shares of Shell worth $315K as of Q2 2026.
  • Planned Solutions bought 173 Shell shares in Q2 2026, an estimated $14.9K.
  • Shell made up 0.09% of Planned Solutions's portfolio in Q2 2026, its #110 holding.
  • Planned Solutions first reported a position in Shell in Q1 2022 and has held it in 14 quarters since.
  • Planned Solutions's Shell position peaked at $361K in Q1 2026.
  • 268 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.