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Welch Group’s Shell SHEL Stock Holding History

Welch Group’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 		$315K Sell
4,068
-47
-1% -$4.06K 0.01% 242
2026
Q1 		$383K Hold
4,115
– – 0.01% 212
2025
Q4 		$302K Buy
4,115
+185
+5% +$13.6K 0.01% 237
2025
Q3 		$281K Buy
3,930
+64
+2% +$4.61K 0.01% 236
2025
Q2 		$272K Buy
3,866
+459
+13% +$30.8K 0.01% 213
2025
Q1 		$248K Sell
3,407
-61
-2% -$4.11K 0.01% 221
2024
Q4 		$214K Buy
3,468
+61
+2% +$4K 0.01% 244
2024
Q3 		$225K Hold
3,407
– – 0.01% 241
2024
Q2 		$246K Buy
3,407
+421
+14% +$30.1K 0.01% 219
2024
Q1 		$200K Buy
+2,986
New +$191K 0.01% 220
2023
Q4 		– Sell
-3,446
Closed -$222K – 234
2023
Q3 		$222K Hold
3,446
– – 0.01% 192
2023
Q2 		$208K Sell
3,446
-98
-3% -$5.88K 0.01% 200
2023
Q1 		$204K Sell
3,544
-533
-13% -$31.4K 0.01% 201
2022
Q4 		$232K Sell
4,077
-2,244
-36% -$124K 0.01% 188
2022
Q3 		$315K Buy
6,321
+210
+3% +$10.8K 0.02% 126
2022
Q2 		$320K Sell
6,111
-887
-13% -$49.8K 0.02% 138
2022
Q1 		$384K Buy
+6,998
New +$372K 0.02% 136

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Welch Group's SHEL Position: Q2 2026 in Review

Welch Group reduced its Shell (SHEL) stake by 1.1% in Q2 2026, selling an estimated $4.06K and leaving 4,068 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #242.

Welch Group first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $384K in Q1 2022. 609 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Welch Group held 4,068 shares of Shell worth $315K as of Q2 2026.
  • Welch Group sold 47 Shell shares in Q2 2026, an estimated $4.06K.
  • Shell made up 0.01% of Welch Group's portfolio in Q2 2026, its #242 holding.
  • Welch Group first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Welch Group's Shell position peaked at $384K in Q1 2022.
  • 609 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.