SP
SHEL icon

Successful Portfolios’s Shell SHEL Stock Holding History

Successful Portfolios’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 		$312K Hold
3,804
– – 0.15% 135
2026
Q1 		$353K Hold
3,804
– – 0.19% 107
2025
Q4 		$269K Hold
3,804
– – 0.14% 145
2025
Q3 		$272K Buy
3,804
+180
+5% +$13K 0.16% 131
2025
Q2 		$255K Sell
3,624
-97
-3% -$6.5K 0.16% 132
2025
Q1 		$273K Sell
3,721
-1
-0% -$67 0.19% 119
2024
Q4 		$233K Buy
3,722
+1
+0% +$66 0.16% 129
2024
Q3 		$245K Hold
3,721
– – 0.17% 129
2024
Q2 		$269K Buy
3,721
+1
+0% +$71 0.19% 112
2024
Q1 		$249K Buy
3,720
+476
+15% +$30.5K 0.17% 129
2023
Q4 		$213K Hold
3,244
– – 0.16% 146
2023
Q3 		$209K Sell
3,244
-304
-9% -$18.9K 0.19% 128
2023
Q2 		$214K Sell
3,548
-2,783
-44% -$167K 0.18% 134
2023
Q1 		$364K Sell
6,331
-525
-8% -$30.9K 0.23% 111
2022
Q4 		$390K Sell
6,856
-550
-7% -$30.3K 0.25% 106
2022
Q3 		$369K Buy
7,406
+20
+0.3% +$1.03K 0.27% 94
2022
Q2 		$386K Sell
7,386
-3,175
-30% -$178K 0.26% 99
2022
Q1 		$580K Buy
+10,561
New +$561K 0.33% 76

Other funds holding SHEL

PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 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 $19.6B AUM 18.11% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return