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Range Financial Group’s Shell SHEL Stock Holding History

Range Financial 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 		$2.18M Buy
28,163
+451
+2% +$38.9K 0.6% 54
2026
Q1 		$2.58M Buy
27,712
+2
+0% +$162 0.86% 40
2025
Q4 		$2.04M Buy
27,710
+3,609
+15% +$266K 0.7% 45
2025
Q3 		$1.72M Sell
24,101
-604
-2% -$43.5K 0.62% 50
2025
Q2 		$1.74M Buy
24,705
+343
+1% +$23K 0.68% 46
2025
Q1 		$1.79M Buy
+24,362
New +$1.64M 0.79% 38

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

Range Financial Group's SHEL Position: Q2 2026 in Review

Range Financial Group increased its Shell (SHEL) stake by 1.6% in Q2 2026, buying an estimated $38.9K and bringing the position to 28,163 shares worth $2.18M. The position accounts for 0.6% of the portfolio, ranked #54.

Range Financial Group first reported a position in SHEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.58M in Q1 2026. 268 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Range Financial Group held 28,163 shares of Shell worth $2.18M as of Q2 2026.
  • Range Financial Group bought 451 Shell shares in Q2 2026, an estimated $38.9K.
  • Shell made up 0.6% of Range Financial Group's portfolio in Q2 2026, its #54 holding.
  • Range Financial Group first reported a position in Shell in Q1 2025 and has held it in 6 quarters since.
  • Range Financial Group's Shell position peaked at $2.58M in Q1 2026.
  • 268 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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