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Retirement Wealth Solutions’s Shell SHEL Stock Holding History

Retirement Wealth Solutions’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 		$23.5K Sell
303
-10
-3% -$863 0.01% 144
2026
Q1 		$29.1K Buy
313
+30
+11% +$2.42K 0.02% 114
2025
Q4 		$20.8K Sell
283
-29
-9% -$2.14K 0.01% 155
2025
Q3 		$22.3K Buy
312
+75
+32% +$5.4K 0.01% 148
2025
Q2 		$16.7K Sell
237
-13
-5% -$871 0.01% 169
2025
Q1 		$18.3K Hold
250
– – 0.01% 145
2024
Q4 		$16.2K Buy
+250
New +$16.4K 0.01% 167

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

Retirement Wealth Solutions's SHEL Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Shell (SHEL) stake by 3.2% in Q2 2026, selling an estimated $863 and leaving 303 shares worth $23.5K. The position accounts for 0.01% of the portfolio, ranked #144.

Retirement Wealth Solutions first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.1K in Q1 2026. 268 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Retirement Wealth Solutions held 303 shares of Shell worth $23.5K as of Q2 2026.
  • Retirement Wealth Solutions sold 10 Shell shares in Q2 2026, an estimated $863.
  • Shell made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #144 holding.
  • Retirement Wealth Solutions first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Shell position peaked at $29.1K in Q1 2026.
  • 268 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.