VCM
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Versant Capital Management’s Shell SHEL Stock Holding History

Versant 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 		$879K Buy
11,336
+283
+3% +$24.4K 0.08% 149
2026
Q1 		$1.03M Buy
11,053
+387
+4% +$31.3K 0.1% 116
2025
Q4 		$784K Buy
10,666
+1,271
+14% +$93.6K 0.1% 130
2025
Q3 		$672K Buy
9,395
+538
+6% +$38.7K 0.09% 145
2025
Q2 		$624K Sell
8,857
-1,397
-14% -$93.6K 0.09% 132
2025
Q1 		$751K Buy
10,254
+8,636
+534% +$582K 0.13% 97
2024
Q4 		$101K Buy
1,618
+710
+78% +$46.5K 0.02% 312
2024
Q3 		$59.9K Buy
+908
New +$64.3K 0.01% 383

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

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

Versant Capital Management increased its Shell (SHEL) stake by 2.6% in Q2 2026, buying an estimated $24.4K and bringing the position to 11,336 shares worth $879K. The position accounts for 0.08% of the portfolio, ranked #149.

Versant Capital Management first reported a position in SHEL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.03M in Q1 2026. 428 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Versant Capital Management held 11,336 shares of Shell worth $879K as of Q2 2026.
  • Versant Capital Management bought 283 Shell shares in Q2 2026, an estimated $24.4K.
  • Shell made up 0.08% of Versant Capital Management's portfolio in Q2 2026, its #149 holding.
  • Versant Capital Management first reported a position in Shell in Q3 2024 and has held it in 8 quarters since.
  • Versant Capital Management's Shell position peaked at $1.03M in Q1 2026.
  • 428 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.