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Vista Investment Partners’s Shell SHEL Stock Holding History

Vista Investment Partners’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 		$429K Buy
5,535
+96
+2% +$8.29K 0.11% 123
2026
Q1 		$506K Buy
5,439
+245
+5% +$19.8K 0.13% 117
2025
Q4 		$382K Buy
5,194
+39
+0.8% +$2.87K 0.1% 129
2025
Q3 		$369K Hold
5,155
– – 0.1% 122
2025
Q2 		$363K Hold
5,155
– – 0.1% 119
2025
Q1 		$378K Buy
5,155
+38
+0.7% +$2.56K 0.12% 124
2024
Q4 		$321K Buy
5,117
+44
+0.9% +$2.88K 0.1% 133
2024
Q3 		$335K Buy
5,073
+38
+0.8% +$2.69K 0.11% 123
2024
Q2 		$363K Buy
5,035
+37
+0.7% +$2.65K 0.12% 119
2024
Q1 		$335K Hold
4,998
– – 0.11% 119
2023
Q4 		$329K Buy
+4,998
New +$328K 0.12% 109

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
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
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

Vista Investment Partners's SHEL Position: Q2 2026 in Review

Vista Investment Partners increased its Shell (SHEL) stake by 1.8% in Q2 2026, buying an estimated $8.29K and bringing the position to 5,535 shares worth $429K. The position accounts for 0.11% of the portfolio, ranked #123.

Vista Investment Partners first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $506K in Q1 2026. 473 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Vista Investment Partners held 5,535 shares of Shell worth $429K as of Q2 2026.
  • Vista Investment Partners bought 96 Shell shares in Q2 2026, an estimated $8.29K.
  • Shell made up 0.11% of Vista Investment Partners's portfolio in Q2 2026, its #123 holding.
  • Vista Investment Partners first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
  • Vista Investment Partners's Shell position peaked at $506K in Q1 2026.
  • 473 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.