Purkiss Capital Advisors’s Shell SHEL Stock Holding History

Purkiss 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	$297K	Buy	3,832 +293	+8%	+$25.3K	0.11%	142
2026 Q1	$329K	Buy	3,539 +82	+2%	+$6.63K	0.14%	119
2025 Q4	$254K	Buy	3,457 +1	+0%	+$74	0.12%	141
2025 Q3	$247K	Buy	3,456 +121	+4%	+$8.71K	0.12%	141
2025 Q2	$235K	Buy	3,335 +535	+19%	+$35.9K	0.13%	128
2025 Q1	$205K	Buy	+2,800	New	+$189K	0.15%	104

Other funds holding SHEL

Milford Funds Auckland $6.14B AUM

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

PDM

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

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

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

Purkiss Capital Advisors increased its Shell (SHEL) stake by 8.3% in Q2 2026, buying an estimated $25.3K and bringing the position to 3,832 shares worth $297K. The position accounts for 0.11% of the portfolio, ranked #142.

Purkiss Capital Advisors first reported a position in SHEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $329K in Q1 2026. 636 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Purkiss Capital Advisors held 3,832 shares of Shell worth $297K as of Q2 2026.
Purkiss Capital Advisors bought 293 Shell shares in Q2 2026, an estimated $25.3K.
Shell made up 0.11% of Purkiss Capital Advisors's portfolio in Q2 2026, its #142 holding.
Purkiss Capital Advisors first reported a position in Shell in Q1 2025 and has held it in 6 quarters since.
Purkiss Capital Advisors's Shell position peaked at $329K in Q1 2026.
636 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.