Texas Yale Capital Corp’s Shell SHEL Stock Holding History

Texas Yale Capital Corp’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	$1.16M	Hold	14,923	–	–	0.03%	283
2026 Q1	$1.39M	Sell	14,923 -200	-1%	-$16.2K	0.04%	241
2025 Q4	$1.11M	Hold	15,123	–	–	0.03%	267
2025 Q3	$1.08M	Sell	15,123 -1,435	-9%	-$103K	0.03%	262
2025 Q2	$1.17M	Hold	16,558	–	–	0.04%	242
2025 Q1	$1.21M	Hold	16,558	–	–	0.05%	240
2024 Q4	$1.04M	Sell	16,558 -600	-3%	-$39.3K	0.04%	252
2024 Q3	$1.13M	Buy	17,158 +4,050	+31%	+$287K	0.05%	246
2024 Q2	$946K	Buy	13,108 +350	+3%	+$25K	0.05%	258
2024 Q1	$855K	Hold	12,758	–	–	0.04%	273
2023 Q4	$839K	Hold	12,758	–	–	0.04%	269
2023 Q3	$821K	Sell	12,758 -386	-3%	-$24K	0.04%	253
2023 Q2	$794K	Sell	13,144 -608	-4%	-$36.5K	0.04%	269
2023 Q1	$791K	Buy	13,752 +114	+0.8%	+$6.71K	0.04%	271
2022 Q4	$777K	Buy	13,638 +8,700	+176%	+$480K	0.04%	272
2022 Q3	$246K	Hold	4,938	–	–	0.02%	386
2022 Q2	$258K	Buy	4,938 +160	+3%	+$8.99K	0.02%	381
2022 Q1	$262K	Buy	+4,778	New	+$254K	0.01%	393

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Texas Yale Capital Corp's SHEL Position: Q2 2026 in Review

Texas Yale Capital Corp held its Shell (SHEL) position steady in Q2 2026 at 14,923 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #283.

Texas Yale Capital Corp first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.39M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Texas Yale Capital Corp held 14,923 shares of Shell worth $1.16M as of Q2 2026.
Texas Yale Capital Corp left its Shell share count unchanged in Q2 2026.
Shell made up 0.03% of Texas Yale Capital Corp's portfolio in Q2 2026, its #283 holding.
Texas Yale Capital Corp first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Texas Yale Capital Corp's Shell position peaked at $1.39M in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Texas Yale Capital Corp's 13F filing for Q2 2026, filed 12 Aug 2026.