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Roxbury Financial’s Shell SHEL Stock Holding History

Roxbury 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 		$82.6K Buy
1,065
+3
+0.3% +$259 0.07% 160
2026
Q1 		$98.8K Hold
1,062
– – 0.09% 139
2025
Q4 		$78K Buy
1,062
+4
+0.4% +$295 0.07% 146
2025
Q3 		$75.7K Buy
1,058
+4
+0.4% +$288 0.07% 146
2025
Q2 		$74.2K Buy
1,054
+7
+0.7% +$469 0.07% 140
2025
Q1 		$70.6K Buy
1,047
+5
+0.5% +$337 0.07% 142
2024
Q4 		$67.5K Buy
+1,042
New +$68.3K 0.07% 139

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
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
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

Roxbury Financial's SHEL Position: Q2 2026 in Review

Roxbury Financial increased its Shell (SHEL) stake by 0.28% in Q2 2026, buying an estimated $259 and bringing the position to 1,065 shares worth $82.6K. The position accounts for 0.07% of the portfolio, ranked #160.

Roxbury Financial first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $98.8K in Q1 2026. 473 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Roxbury Financial held 1,065 shares of Shell worth $82.6K as of Q2 2026.
  • Roxbury Financial bought 3 Shell shares in Q2 2026, an estimated $259.
  • Shell made up 0.07% of Roxbury Financial's portfolio in Q2 2026, its #160 holding.
  • Roxbury Financial first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's Shell position peaked at $98.8K in Q1 2026.
  • 473 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.