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Wealth Quarterback’s Shell SHEL Stock Holding History

Wealth Quarterback’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 		– Sell
-2,310
Closed -$215K – 178
2026
Q1 		$215K Buy
+2,310
New +$187K 0.08% 153
2023
Q4 		– Sell
-3,896
Closed -$251K – 126
2023
Q3 		$251K Buy
3,896
+25
+0.6% +$1.56K 0.22% 87
2023
Q2 		$234K Sell
3,871
-329
-8% -$19.7K 0.16% 100
2023
Q1 		$242K Sell
4,200
-28
-0.7% -$1.65K 0.21% 95
2022
Q4 		$241K Sell
4,228
-78
-2% -$4.3K 0.2% 91
2022
Q3 		$214K Sell
4,306
-32
-0.7% -$1.65K 0.23% 94
2022
Q2 		$227K Buy
+4,338
New +$244K 0.18% 99

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
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

Wealth Quarterback's SHEL Position: Q2 2026 in Review

Wealth Quarterback sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,310 shares — an estimated $215K sold.

Wealth Quarterback first reported a position in SHEL in Q2 2022 and held it in 7 quarters. The position peaked at $251K in Q3 2023. 490 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Wealth Quarterback reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
  • Wealth Quarterback sold 2,310 Shell shares in Q2 2026, an estimated $215K.
  • Wealth Quarterback first reported a position in Shell in Q2 2022 and held it in 7 quarters.
  • Wealth Quarterback's Shell position peaked at $251K in Q3 2023.
  • 490 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.