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Portside Wealth Group’s Shell SHEL Stock Holding History

Portside Wealth Group’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 		$3.3M Buy
42,506
+2,144
+5% +$185K 0.38% 62
2026
Q1 		$3.75M Buy
40,362
+1,580
+4% +$128K 0.51% 44
2025
Q4 		$2.85M Buy
38,782
+1,015
+3% +$74.8K 0.38% 59
2025
Q3 		$2.7M Buy
37,767
+1,610
+4% +$116K 0.37% 63
2025
Q2 		$2.55M Buy
36,157
+797
+2% +$53.4K 0.38% 66
2025
Q1 		$2.59M Buy
35,360
+8,130
+30% +$548K 0.42% 64
2024
Q4 		$1.71M Sell
27,230
-450
-2% -$29.5K 0.28% 82
2024
Q3 		$1.83M Sell
27,680
-1,847
-6% -$131K 0.31% 79
2024
Q2 		$2.13M Sell
29,527
-1,183
-4% -$84.6K 0.41% 65
2024
Q1 		$2.06M Buy
30,710
+230
+0.8% +$14.7K 0.38% 74
2023
Q4 		$2.01M Sell
30,480
-769
-2% -$50.5K 0.37% 76
2023
Q3 		$2.01M Sell
31,249
-3,410
-10% -$212K 0.38% 71
2023
Q2 		$2.09M Buy
+34,659
New +$2.08M 0.39% 68

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

Portside Wealth Group's SHEL Position: Q2 2026 in Review

Portside Wealth Group increased its Shell (SHEL) stake by 5.3% in Q2 2026, buying an estimated $185K and bringing the position to 42,506 shares worth $3.3M. The position accounts for 0.38% of the portfolio, ranked #62.

Portside Wealth Group first reported a position in SHEL in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.75M in Q1 2026. 268 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Portside Wealth Group held 42,506 shares of Shell worth $3.3M as of Q2 2026.
  • Portside Wealth Group bought 2,144 Shell shares in Q2 2026, an estimated $185K.
  • Shell made up 0.38% of Portside Wealth Group's portfolio in Q2 2026, its #62 holding.
  • Portside Wealth Group first reported a position in Shell in Q2 2023 and has held it in 13 quarters since.
  • Portside Wealth Group's Shell position peaked at $3.75M in Q1 2026.
  • 268 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.