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Wedmont Private Capital’s Shell SHEL Stock Holding History

Wedmont Private Capital’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 		$810K Sell
9,848
-1,479
-13% -$128K 0.02% 404
2026
Q1 		$1.04M Sell
11,327
-108
-0.9% -$8.73K 0.03% 304
2025
Q4 		$818K Buy
11,435
+6
+0.1% +$442 0.03% 342
2025
Q3 		$856K Buy
11,429
+318
+3% +$22.9K 0.03% 317
2025
Q2 		$797K Sell
11,111
-185
-2% -$12.4K 0.03% 315
2025
Q1 		$701K Buy
11,296
+376
+3% +$25.3K 0.04% 295
2024
Q4 		$709K Sell
10,920
-166
-1% -$10.9K 0.04% 291
2024
Q3 		$779K Buy
11,086
+1,023
+10% +$72.5K 0.04% 258
2024
Q2 		$735K Buy
10,063
+1,554
+18% +$111K 0.05% 255
2024
Q1 		$611K Buy
8,509
+687
+9% +$44K 0.04% 281
2023
Q4 		$505K Buy
7,822
+1,151
+17% +$75.5K 0.04% 303
2023
Q3 		$441K Buy
6,671
+1,428
+27% +$88.9K 0.04% 283
2023
Q2 		$318K Buy
5,243
+263
+5% +$15.8K 0.03% 364
2023
Q1 		$303K Buy
4,980
+352
+8% +$20.7K 0.04% 343
2022
Q4 		$265K Buy
4,628
+179
+4% +$9.87K 0.04% 366
2022
Q3 		$221K Buy
4,449
+2
+0% +$103 0.04% 337
2022
Q2 		$233K Buy
+4,447
New +$250K 0.05% 292

Other funds holding SHEL

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wedmont Private Capital's SHEL Position: Q2 2026 in Review

Wedmont Private Capital reduced its Shell (SHEL) stake by 13% in Q2 2026, selling an estimated $128K and leaving 9,848 shares worth $810K. The position accounts for 0.02% of the portfolio, ranked #404.

Wedmont Private Capital first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.04M in Q1 2026. 266 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Wedmont Private Capital held 9,848 shares of Shell worth $810K as of Q2 2026.
  • Wedmont Private Capital sold 1,479 Shell shares in Q2 2026, an estimated $128K.
  • Shell made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #404 holding.
  • Wedmont Private Capital first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
  • Wedmont Private Capital's Shell position peaked at $1.04M in Q1 2026.
  • 266 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.