Sax Wealth Advisors’s Shell SHEL Stock Holding History

Sax Wealth 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	$407K	Buy	4,379 +401	+10%	+$34.6K	0.02%	385
2026 Q1	$292K	Sell	3,978 -5	-0.1%	-$404	0.01%	396
2025 Q4	$293K	Sell	3,983 -33	-0.8%	-$2.43K	0.01%	403
2025 Q3	$287K	Sell	4,016 -147	-4%	-$10.6K	0.02%	358
2025 Q2	$293K	Sell	4,163 -204	-5%	-$13.7K	0.02%	343
2025 Q1	$320K	Buy	4,367 +164	+4%	+$11K	0.02%	284
2024 Q4	$263K	Buy	4,203 +32	+0.8%	+$2.1K	0.02%	282
2024 Q3	$275K	Buy	4,171 +85	+2%	+$6.02K	0.02%	231
2024 Q2	$295K	Buy	4,086 +162	+4%	+$11.6K	0.03%	209
2024 Q1	$263K	Hold	3,924	–	–	0.03%	159
2023 Q4	$258K	Buy	3,924 +5	+0.1%	+$328	0.04%	160
2023 Q3	$252K	Hold	3,919	–	–	0.05%	152
2023 Q2	$237K	Hold	3,919	–	–	0.05%	151
2023 Q1	$225K	Hold	3,919	–	–	0.05%	159
2022 Q4	$223K	Buy	+3,919	New	+$216K	0.05%	149
2022 Q3	–	Sell	-3,924	Closed	-$205K	–	169
2022 Q2	$205K	Hold	3,924	–	–	0.05%	157
2022 Q1	$216K	Buy	+3,924	New	+$208K	0.05%	162

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Sax Wealth Advisors's SHEL Position: Q2 2026 in Review

Sax Wealth Advisors increased its Shell (SHEL) stake by 10% in Q2 2026, buying an estimated $34.6K and bringing the position to 4,379 shares worth $407K. The position accounts for 0.02% of the portfolio, ranked #385.

Sax Wealth Advisors first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 345 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Sax Wealth Advisors held 4,379 shares of Shell worth $407K as of Q2 2026.
Sax Wealth Advisors bought 401 Shell shares in Q2 2026, an estimated $34.6K.
Shell made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #385 holding.
Sax Wealth Advisors first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
345 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.