WCM
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Wedge Capital Management’s Shell SHEL Stock Holding History

Wedge 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 		$11.6M Sell
148,990
-253
-0.2% -$21.8K 0.19% 140
2026
Q1 		$13.9M Sell
149,243
-308
-0.2% -$24.9K 0.26% 122
2025
Q4 		$11M Sell
149,551
-28,286
-16% -$2.08M 0.2% 128
2025
Q3 		$12.7M Sell
177,837
-25,373
-12% -$1.83M 0.22% 126
2025
Q2 		$14.3M Sell
203,210
-27,716
-12% -$1.86M 0.26% 104
2025
Q1 		$16.9M Sell
230,926
-69,814
-23% -$4.7M 0.33% 88
2024
Q4 		$18.8M Sell
300,740
-5,602
-2% -$367K 0.34% 90
2024
Q3 		$20.2M Sell
306,342
-31,630
-9% -$2.24M 0.35% 92
2024
Q2 		$24.4M Buy
337,972
+46,894
+16% +$3.35M 0.43% 80
2024
Q1 		$19.5M Buy
291,078
+29,075
+11% +$1.86M 0.32% 89
2023
Q4 		$17.2M Sell
262,003
-1,890
-0.7% -$124K 0.31% 89
2023
Q3 		$17M Sell
263,893
-20,854
-7% -$1.3M 0.34% 87
2023
Q2 		$17.2M Sell
284,747
-159,137
-36% -$9.55M 0.27% 117
2023
Q1 		$25.5M Sell
443,884
-35,533
-7% -$2.09M 0.43% 93
2022
Q4 		$27.3M Buy
479,417
+40,481
+9% +$2.23M 0.44% 102
2022
Q3 		$21.8M Sell
438,936
-1,548
-0.4% -$79.8K 0.37% 111
2022
Q2 		$23M Buy
440,484
+13,556
+3% +$762K 0.37% 121
2022
Q1 		$23.5M Buy
+426,928
New +$22.7M 0.32% 136

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
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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Wedge Capital Management reduced its Shell (SHEL) stake by 0.17% in Q2 2026, selling an estimated $21.8K and leaving 148,990 shares worth $11.6M. The position accounts for 0.19% of the portfolio, ranked #140.

Wedge Capital Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $27.3M in Q4 2022. 268 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Wedge Capital Management held 148,990 shares of Shell worth $11.6M as of Q2 2026.
  • Wedge Capital Management sold 253 Shell shares in Q2 2026, an estimated $21.8K.
  • Shell made up 0.19% of Wedge Capital Management's portfolio in Q2 2026, its #140 holding.
  • Wedge Capital Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Wedge Capital Management's Shell position peaked at $27.3M in Q4 2022.
  • 268 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.