Shulman DeMeo Asset Management’s Shell SHEL Stock Holding History

Shulman DeMeo Asset Management’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	$327K	Sell	4,217 -7	-0.2%	-$604	0.06%	106
2026 Q1	$393K	Sell	4,224 -26	-0.6%	-$2.1K	0.08%	87
2025 Q4	$312K	Hold	4,250	–	–	0.07%	89
2025 Q3	$304K	Sell	4,250 -6	-0.1%	-$432	0.07%	93
2025 Q2	$300K	Sell	4,256 -121	-3%	-$8.11K	0.07%	91
2025 Q1	$321K	Buy	4,377 +121	+3%	+$8.15K	0.09%	84
2024 Q4	$267K	Sell	4,256 -47	-1%	-$3.08K	0.07%	98
2024 Q3	$284K	Sell	4,303 -104	-2%	-$7.37K	0.07%	104
2024 Q2	$318K	Hold	4,407	–	–	0.08%	93
2024 Q1	$295K	Hold	4,407	–	–	0.08%	102
2023 Q4	$290K	Sell	4,407 -77	-2%	-$5.05K	0.08%	105
2023 Q3	$289K	Sell	4,484 -406	-8%	-$25.3K	0.1%	94
2023 Q2	$295K	Sell	4,890 -130	-3%	-$7.8K	0.09%	99
2023 Q1	$289K	Sell	5,020 -920	-15%	-$54.1K	0.09%	101
2022 Q4	$338K	Sell	5,940 -9	-0.2%	-$496	0.11%	87
2022 Q3	$296K	Hold	5,949	–	–	0.11%	94
2022 Q2	$311K	Hold	5,949	–	–	0.1%	97
2022 Q1	$327K	Buy	+5,949	New	+$316K	0.09%	104

Other funds holding SHEL

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return