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Sivia Capital Partners’s Shell SHEL Stock Holding History

Sivia Capital Partners’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 		$1.42M Hold
18,306
– – 0.17% 129
2026
Q1 		$1.7M Buy
18,306
+8,580
+88% +$693K 0.33% 63
2025
Q4 		$715K Buy
9,726
+1,265
+15% +$93.2K 0.14% 179
2025
Q3 		$605K Sell
8,461
-1
-0% -$72 0.17% 118
2025
Q2 		$596K Buy
8,462
+493
+6% +$33K 0.2% 90
2025
Q1 		$584K Buy
7,969
+525
+7% +$35.4K 0.27% 56
2024
Q4 		$466K Sell
7,444
-968
-12% -$63.4K 0.23% 63
2024
Q3 		$555K Buy
8,412
+609
+8% +$43.1K 0.33% 51
2024
Q2 		$563K Buy
7,803
+242
+3% +$17.3K 0.38% 44
2024
Q1 		$507K Sell
7,561
-44
-0.6% -$2.82K 0.34% 50
2023
Q4 		$500K Buy
+7,605
New +$499K 0.38% 46

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

Sivia Capital Partners's SHEL Position: Q2 2026 in Review

Sivia Capital Partners held its Shell (SHEL) position steady in Q2 2026 at 18,306 shares worth $1.42M. The position accounts for 0.17% of the portfolio, ranked #129.

Sivia Capital Partners first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.7M in Q1 2026. 428 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Sivia Capital Partners held 18,306 shares of Shell worth $1.42M as of Q2 2026.
  • Sivia Capital Partners left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.17% of Sivia Capital Partners's portfolio in Q2 2026, its #129 holding.
  • Sivia Capital Partners first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
  • Sivia Capital Partners's Shell position peaked at $1.7M in Q1 2026.
  • 428 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.