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Sulzberger Capital Advisors’s Shell SHEL Stock Holding History

Sulzberger Capital Advisors’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 		– Sell
-2,284
Closed -$212K – 54
2026
Q1 		$212K Buy
+2,284
New +$185K 0.22% 49
2025
Q1 		– Sell
-3,684
Closed -$231K – 60
2024
Q4 		$231K Buy
+3,684
New +$241K 0.26% 57

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
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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 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 $59.8B AUM 29.42% 1-Year Est. Return

Sulzberger Capital Advisors's SHEL Position: Q2 2026 in Review

Sulzberger Capital Advisors sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,284 shares — an estimated $212K sold.

Sulzberger Capital Advisors first reported a position in SHEL in Q4 2024 and held it in 2 quarters. The position peaked at $231K in Q4 2024. 268 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Sulzberger Capital Advisors reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
  • Sulzberger Capital Advisors sold 2,284 Shell shares in Q2 2026, an estimated $212K.
  • Sulzberger Capital Advisors first reported a position in Shell in Q4 2024 and held it in 2 quarters.
  • Sulzberger Capital Advisors's Shell position peaked at $231K in Q4 2024.
  • 268 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Sulzberger Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.