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Wealthcare Advisory Partners’s Shell SHEL Stock Holding History

Wealthcare Advisory 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 		$687K Sell
8,854
-3,244
-27% -$280K 0.01% 616
2026
Q1 		$1.13M Sell
12,098
-463
-4% -$37.4K 0.02% 483
2025
Q4 		$923K Buy
12,561
+3,393
+37% +$250K 0.02% 535
2025
Q3 		$656K Buy
9,168
+28
+0.3% +$2.02K 0.01% 600
2025
Q2 		$644K Buy
9,140
+196
+2% +$13.1K 0.01% 584
2025
Q1 		$655K Sell
8,944
-2,791
-24% -$188K 0.02% 531
2024
Q4 		$735K Buy
11,735
+3,159
+37% +$207K 0.02% 484
2024
Q3 		$566K Buy
8,576
+959
+13% +$67.9K 0.02% 540
2024
Q2 		$550K Sell
7,617
-142
-2% -$10.1K 0.02% 515
2024
Q1 		$520K Buy
7,759
+759
+11% +$48.6K 0.02% 531
2023
Q4 		$461K Sell
7,000
-5,600
-44% -$367K 0.02% 500
2023
Q3 		$811K Buy
12,600
+2,162
+21% +$135K 0.04% 314
2023
Q2 		$630K Sell
10,438
-78
-0.7% -$4.68K 0.03% 393
2023
Q1 		$605K Buy
10,516
+6,016
+134% +$354K 0.03% 404
2022
Q4 		$256K Sell
4,500
-8,384
-65% -$462K 0.01% 574
2022
Q3 		$642K Buy
12,884
+8,942
+227% +$461K 0.04% 305
2022
Q2 		$206K Buy
+3,942
New +$221K 0.01% 525

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

Wealthcare Advisory Partners's SHEL Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Shell (SHEL) stake by 27% in Q2 2026, selling an estimated $280K and leaving 8,854 shares worth $687K. The position accounts for 0.01% of the portfolio, ranked #616.

Wealthcare Advisory Partners first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.13M in Q1 2026. 381 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Wealthcare Advisory Partners held 8,854 shares of Shell worth $687K as of Q2 2026.
  • Wealthcare Advisory Partners sold 3,244 Shell shares in Q2 2026, an estimated $280K.
  • Shell made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #616 holding.
  • Wealthcare Advisory Partners first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
  • Wealthcare Advisory Partners's Shell position peaked at $1.13M in Q1 2026.
  • 381 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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