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Seamount Financial Group’s Shell SHEL Stock Holding History

Seamount Financial Group’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 		$574K Sell
7,402
-925
-11% -$79.8K 0.23% 88
2026
Q1 		$774K Sell
8,327
-450
-5% -$36.4K 0.35% 63
2025
Q4 		$645K Sell
8,777
-186
-2% -$13.7K 0.29% 74
2025
Q3 		$641K Sell
8,963
-333
-4% -$24K 0.3% 72
2025
Q2 		$655K Buy
9,296
+4,900
+111% +$328K 0.34% 71
2025
Q1 		$322K Buy
4,396
+500
+13% +$33.7K 0.22% 83
2024
Q4 		$244K Buy
+3,896
New +$255K 0.17% 96

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

Seamount Financial Group's SHEL Position: Q2 2026 in Review

Seamount Financial Group reduced its Shell (SHEL) stake by 11% in Q2 2026, selling an estimated $79.8K and leaving 7,402 shares worth $574K. The position accounts for 0.23% of the portfolio, ranked #88.

Seamount Financial Group first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $774K in Q1 2026. 473 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Seamount Financial Group held 7,402 shares of Shell worth $574K as of Q2 2026.
  • Seamount Financial Group sold 925 Shell shares in Q2 2026, an estimated $79.8K.
  • Shell made up 0.23% of Seamount Financial Group's portfolio in Q2 2026, its #88 holding.
  • Seamount Financial Group first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
  • Seamount Financial Group's Shell position peaked at $774K in Q1 2026.
  • 473 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.