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Traynor Capital Management’s Shell SHEL Stock Holding History

Traynor Capital Management’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 		$1.02M Sell
13,140
-391
-3% -$33.8K 0.05% 134
2026
Q1 		$1.25M Buy
13,531
+35
+0.3% +$2.83K 0.07% 114
2025
Q4 		$992K Sell
13,496
-193
-1% -$14.2K 0.05% 127
2025
Q3 		$979K Sell
13,689
-111
-0.8% -$7.99K 0.06% 127
2025
Q2 		$982K Sell
13,800
-847
-6% -$56.8K 0.07% 95
2025
Q1 		$1.07M Sell
14,647
-2,227
-13% -$150K 0.09% 86
2024
Q4 		$1.06M Sell
16,874
-366
-2% -$24K 0.07% 95
2024
Q3 		$1.14M Sell
17,240
-177
-1% -$12.5K 0.07% 98
2024
Q2 		$1.26M Buy
17,417
+2,110
+14% +$151K 0.09% 87
2024
Q1 		$1.03M Sell
15,307
-931
-6% -$59.7K 0.09% 99
2023
Q4 		$1.07M Sell
16,238
-527
-3% -$34.6K 0.11% 89
2023
Q3 		$1.08M Sell
16,765
-540
-3% -$33.6K 0.14% 81
2023
Q2 		$1.04M Sell
17,305
-1,219
-7% -$73.2K 0.13% 83
2023
Q1 		$1.07M Sell
18,524
-412
-2% -$24.2K 0.15% 82
2022
Q4 		$1.08M Sell
18,936
-2,989
-14% -$165K 0.15% 81
2022
Q3 		$1.09M Buy
21,925
+793
+4% +$40.9K 0.19% 62
2022
Q2 		$1.1M Buy
+21,132
New +$1.19M 0.19% 65

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

Traynor Capital Management's SHEL Position: Q2 2026 in Review

Traynor Capital Management reduced its Shell (SHEL) stake by 2.9% in Q2 2026, selling an estimated $33.8K and leaving 13,140 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #134.

Traynor Capital Management first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.26M in Q2 2024. 411 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Traynor Capital Management held 13,140 shares of Shell worth $1.02M as of Q2 2026.
  • Traynor Capital Management sold 391 Shell shares in Q2 2026, an estimated $33.8K.
  • Shell made up 0.05% of Traynor Capital Management's portfolio in Q2 2026, its #134 holding.
  • Traynor Capital Management first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
  • Traynor Capital Management's Shell position peaked at $1.26M in Q2 2024.
  • 411 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Traynor Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.