Spectrum Planning & Advisory Services’s Shell SHEL Stock Holding History

Spectrum Planning & Advisory Services’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	$201K	Buy	+2,593	New	+$224K	0.09%	115

Other funds holding SHEL

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Spectrum Planning & Advisory Services's SHEL Position: Q2 2026 in Review

Spectrum Planning & Advisory Services opened a new position in Shell (SHEL) in Q2 2026: 2,593 shares worth $201K. The stake represents 0.09% of the portfolio and ranks #115 among its holdings.

268 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Spectrum Planning & Advisory Services held 2,593 shares of Shell worth $201K as of Q2 2026.
Shell was a new Spectrum Planning & Advisory Services position in Q2 2026.
Shell made up 0.09% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #115 holding.
268 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.