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Riversedge Advisors’s Shell SHEL Stock Holding History

Riversedge 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 		$472K Buy
6,083
+1,202
+25% +$104K 0.06% 130
2026
Q1 		$454K Buy
4,881
+135
+3% +$10.9K 0.07% 97
2025
Q4 		$349K Buy
4,746
+186
+4% +$13.7K 0.06% 113
2025
Q3 		$326K Buy
4,560
+584
+15% +$42.1K 0.05% 116
2025
Q2 		$280K Sell
3,976
-735
-16% -$49.3K 0.05% 93
2025
Q1 		$345K Buy
4,711
+1,109
+31% +$74.7K 0.08% 80
2024
Q4 		$226K Buy
3,602
+559
+18% +$36.6K 0.05% 91
2024
Q3 		$201K Buy
3,043
+55
+2% +$3.9K 0.05% 93
2024
Q2 		$216K Buy
+2,988
New +$214K 0.05% 84

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
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 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
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Riversedge Advisors's SHEL Position: Q2 2026 in Review

Riversedge Advisors increased its Shell (SHEL) stake by 25% in Q2 2026, buying an estimated $104K and bringing the position to 6,083 shares worth $472K. The position accounts for 0.06% of the portfolio, ranked #130.

Riversedge Advisors first reported a position in SHEL in Q2 2024 and has held it in 9 quarters since. 381 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Riversedge Advisors held 6,083 shares of Shell worth $472K as of Q2 2026.
  • Riversedge Advisors bought 1,202 Shell shares in Q2 2026, an estimated $104K.
  • Shell made up 0.06% of Riversedge Advisors's portfolio in Q2 2026, its #130 holding.
  • Riversedge Advisors first reported a position in Shell in Q2 2024 and has held it in 9 quarters since.
  • 381 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.