RAFFA WEALTH MANAGEMENT, LLC’s Shell SHEL Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$11.3K	Buy	146 +30	+26%	+$2.59K	﹤0.01%	402
2026 Q1	$10.8K	Hold	116	–	–	﹤0.01%	376
2025 Q4	$8.52K	Buy	116 +24	+26%	+$1.77K	﹤0.01%	403
2025 Q3	$6.58K	Buy	92 +43	+88%	+$3.1K	﹤0.01%	433
2025 Q2	$3.45K	Hold	49	–	–	﹤0.01%	569
2025 Q1	$3.59K	Hold	49	–	–	﹤0.01%	494
2024 Q4	$3.07K	Hold	49	–	–	﹤0.01%	555
2024 Q3	$3.23K	Hold	49	–	–	﹤0.01%	517
2024 Q2	$3.54K	Hold	49	–	–	﹤0.01%	595
2024 Q1	$3.29K	Hold	49	–	–	﹤0.01%	583
2023 Q4	$3.22K	Hold	49	–	–	﹤0.01%	484
2023 Q3	$3.15K	Hold	49	–	–	﹤0.01%	463
2023 Q2	$2.96K	Hold	49	–	–	﹤0.01%	495
2023 Q1	$2.82K	Hold	49	–	–	﹤0.01%	515
2022 Q4	$2.79K	Hold	49	–	–	﹤0.01%	502
2022 Q3	$2.44K	Hold	49	–	–	﹤0.01%	539
2022 Q2	$2.56K	Hold	49	–	–	﹤0.01%	545
2022 Q1	$2.69K	Buy	+49	New	+$2.6K	﹤0.01%	561

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

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

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

RAFFA WEALTH MANAGEMENT, LLC's SHEL Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Shell (SHEL) stake by 26% in Q2 2026, buying an estimated $2.59K and bringing the position to 146 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. 564 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 146 shares of Shell worth $11.3K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 30 Shell shares in Q2 2026, an estimated $2.59K.
Shell made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #402 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
564 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.