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

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 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. 609 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.
609 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.