Prosperity Capital Advisors’s Shell SHEL Stock Holding History

Prosperity Capital 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	–	Sell	-2,274	Closed	-$211K	–	449
2026 Q1	$211K	Buy	+2,274	New	+$184K	0.01%	389

Other funds holding SHEL

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Thomasville National Bank Thomasville, Georgia $1.82B AUM

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Prosperity Capital Advisors's SHEL Position: Q2 2026 in Review

Prosperity Capital Advisors sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,274 shares — an estimated $211K sold.

Prosperity Capital Advisors first reported a position in SHEL in Q1 2026 and held it in 1 quarter. The position peaked at $211K in Q1 2026. 343 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Prosperity Capital Advisors reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Prosperity Capital Advisors sold 2,274 Shell shares in Q2 2026, an estimated $211K.
Prosperity Capital Advisors first reported a position in Shell in Q1 2026 and held it in 1 quarter.
Prosperity Capital Advisors's Shell position peaked at $211K in Q1 2026.
343 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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