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Prospera Financial Services’s Shell SHEL Stock Holding History

Prospera Financial Services’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 		$10.1M Sell
130,663
-6,634
-5% -$573K 0.15% 154
2026
Q1 		$12.8M Sell
137,297
-10,799
-7% -$873K 0.21% 109
2025
Q4 		$10.9M Sell
148,096
-3,960
-3% -$292K 0.18% 120
2025
Q3 		$10.9M Buy
152,056
+1,449
+1% +$104K 0.19% 116
2025
Q2 		$10.6M Buy
150,607
+7,679
+5% +$515K 0.2% 115
2025
Q1 		$10.5M Sell
142,928
-1,136
-0.8% -$76.5K 0.24% 97
2024
Q4 		$9.03M Buy
144,064
+8,858
+7% +$581K 0.21% 109
2024
Q3 		$8.92M Buy
135,206
+16,258
+14% +$1.15M 0.23% 96
2024
Q2 		$8.59M Buy
118,948
+5,132
+5% +$367K 0.24% 93
2024
Q1 		$7.63M Buy
113,816
+4,052
+4% +$260K 0.23% 93
2023
Q4 		$7.22M Sell
109,764
-4,001
-4% -$263K 0.24% 95
2023
Q3 		$7.32M Buy
113,765
+3,011
+3% +$187K 0.28% 76
2023
Q2 		$6.69M Buy
110,754
+9,583
+9% +$575K 0.26% 91
2023
Q1 		$5.82M Buy
101,171
+4,998
+5% +$294K 0.24% 104
2022
Q4 		$5.48M Buy
96,173
+11,342
+13% +$625K 0.27% 87
2022
Q3 		$4.22M Buy
84,831
+7,204
+9% +$371K 0.22% 110
2022
Q2 		$4.06M Buy
77,627
+5,388
+7% +$303K 0.21% 109
2022
Q1 		$3.97M Buy
+72,239
New +$3.84M 0.17% 140

Other funds holding SHEL

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Prospera Financial Services's SHEL Position: Q2 2026 in Review

Prospera Financial Services reduced its Shell (SHEL) stake by 4.8% in Q2 2026, selling an estimated $573K and leaving 130,663 shares worth $10.1M. The position accounts for 0.15% of the portfolio, ranked #154.

Prospera Financial Services first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $12.8M in Q1 2026. 246 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Prospera Financial Services held 130,663 shares of Shell worth $10.1M as of Q2 2026.
  • Prospera Financial Services sold 6,634 Shell shares in Q2 2026, an estimated $573K.
  • Shell made up 0.15% of Prospera Financial Services's portfolio in Q2 2026, its #154 holding.
  • Prospera Financial Services first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Prospera Financial Services's Shell position peaked at $12.8M in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.