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Unified Investment Management’s Shell SHEL Stock Holding History

Unified Investment 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 		$1.41M Sell
18,171
-381
-2% -$32.9K 1.3% 20
2026
Q1 		$1.73M Sell
18,552
-251
-1% -$20.3K 1.76% 10
2025
Q4 		$1.38M Buy
18,803
+40
+0.2% +$2.95K 1.38% 18
2025
Q3 		$1.34M Sell
18,763
-233
-1% -$16.8K 1.34% 18
2025
Q2 		$1.34M Buy
18,996
+269
+1% +$18K 1.43% 16
2025
Q1 		$1.37M Buy
18,727
+276
+1% +$18.6K 1.62% 14
2024
Q4 		$1.16M Buy
+18,451
New +$1.21M 1.31% 22

Other funds holding SHEL

PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Unified Investment Management's SHEL Position: Q2 2026 in Review

Unified Investment Management reduced its Shell (SHEL) stake by 2.1% in Q2 2026, selling an estimated $32.9K and leaving 18,171 shares worth $1.41M. The position accounts for 1.3% of the portfolio, ranked #20.

Unified Investment Management first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.73M in Q1 2026. 584 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Unified Investment Management held 18,171 shares of Shell worth $1.41M as of Q2 2026.
  • Unified Investment Management sold 381 Shell shares in Q2 2026, an estimated $32.9K.
  • Shell made up 1.3% of Unified Investment Management's portfolio in Q2 2026, its #20 holding.
  • Unified Investment Management first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
  • Unified Investment Management's Shell position peaked at $1.73M in Q1 2026.
  • 584 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.