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Robinswood Financial’s Shell SHEL Stock Holding History

Robinswood Financial’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 		$30.5K Buy
393
+4
+1% +$345 0.01% 193
2026
Q1 		$36.3K Buy
389
+3
+0.8% +$242 0.01% 170
2025
Q4 		$28.4K Buy
386
+3
+0.8% +$221 0.01% 186
2025
Q3 		$27.4K Hold
383
– – 0.01% 186
2025
Q2 		$27K Hold
383
– – 0.01% 186
2025
Q1 		$28.1K Buy
+383
New +$25.8K 0.01% 172

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

Robinswood Financial's SHEL Position: Q2 2026 in Review

Robinswood Financial increased its Shell (SHEL) stake by 1% in Q2 2026, buying an estimated $345 and bringing the position to 393 shares worth $30.5K. The position accounts for 0.01% of the portfolio, ranked #193.

Robinswood Financial first reported a position in SHEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $36.3K in Q1 2026. 428 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Robinswood Financial held 393 shares of Shell worth $30.5K as of Q2 2026.
  • Robinswood Financial bought 4 Shell shares in Q2 2026, an estimated $345.
  • Shell made up 0.01% of Robinswood Financial's portfolio in Q2 2026, its #193 holding.
  • Robinswood Financial first reported a position in Shell in Q1 2025 and has held it in 6 quarters since.
  • Robinswood Financial's Shell position peaked at $36.3K in Q1 2026.
  • 428 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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