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Stolper & Co’s Shell SHEL Stock Holding History

Stolper & Co’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 		$2.48M Sell
31,962
-2,207
-6% -$191K 0.64% 47
2026
Q1 		$4.4M Buy
34,169
+2,725
+9% +$220K 1.25% 28
2025
Q4 		$2.31M Buy
31,444
+1,042
+3% +$76.8K 0.68% 42
2025
Q3 		$2.17M Buy
30,402
+1,436
+5% +$103K 0.66% 48
2025
Q2 		$2.04M Sell
28,966
-14
-0% -$938 0.67% 48
2025
Q1 		$2.12M Buy
28,980
+245
+0.9% +$16.5K 0.7% 44
2024
Q4 		$1.8M Buy
28,735
+373
+1% +$24.4K 0.6% 47
2024
Q3 		$1.87M Sell
28,362
-258
-0.9% -$18.3K 0.61% 53
2024
Q2 		$2.07M Sell
28,620
-28
-0.1% -$2K 0.73% 35
2024
Q1 		$1.92M Buy
28,648
+123
+0.4% +$7.88K 0.69% 43
2023
Q4 		$1.88M Sell
28,525
-1,348
-5% -$88.5K 0.76% 39
2023
Q3 		$1.92M Sell
29,873
-141
-0.5% -$8.78K 0.83% 35
2023
Q2 		$1.81M Sell
30,014
-134
-0.4% -$8.04K 0.76% 37
2023
Q1 		$1.74M Buy
30,148
+446
+2% +$26.2K 0.74% 43
2022
Q4 		$1.69M Sell
29,702
-6,880
-19% -$379K 0.74% 43
2022
Q3 		$1.82M Buy
36,582
+2,469
+7% +$127K 0.9% 42
2022
Q2 		$1.78M Buy
34,113
+1,279
+4% +$71.9K 0.84% 46
2022
Q1 		$1.8M Buy
+32,834
New +$1.74M 0.76% 48

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

Stolper & Co's SHEL Position: Q2 2026 in Review

Stolper & Co reduced its Shell (SHEL) stake by 6.5% in Q2 2026, selling an estimated $191K and leaving 31,962 shares worth $2.48M. The position accounts for 0.64% of the portfolio, ranked #47.

Stolper & Co first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.4M in Q1 2026. 328 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Stolper & Co held 31,962 shares of Shell worth $2.48M as of Q2 2026.
  • Stolper & Co sold 2,207 Shell shares in Q2 2026, an estimated $191K.
  • Shell made up 0.64% of Stolper & Co's portfolio in Q2 2026, its #47 holding.
  • Stolper & Co first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Stolper & Co's Shell position peaked at $4.4M in Q1 2026.
  • 328 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Stolper & Co's 13F filing for Q2 2026, filed 14 Jul 2026.