West Branch Capital’s Shell SHEL Stock Holding History

West Branch 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	$88.3K	Sell	1,139 -300	-21%	-$25.9K	0.02%	116
2026 Q1	$134K	Hold	1,439	–	–	0.04%	91
2025 Q4	$106K	Hold	1,439	–	–	0.03%	110
2025 Q3	$103K	Hold	1,439	–	–	0.03%	113
2025 Q2	$101K	Hold	1,439	–	–	0.03%	113
2025 Q1	$105K	Hold	1,439	–	–	0.04%	114
2024 Q4	$90.2K	Sell	1,439 -7	-0.5%	-$459	0.03%	125
2024 Q3	$95.4K	Buy	1,446 +146	+11%	+$10.3K	0.03%	123
2024 Q2	$93.8K	Hold	1,300	–	–	0.03%	129
2024 Q1	$87.2K	Hold	1,300	–	–	0.04%	135
2023 Q4	$85.5K	Hold	1,300	–	–	0.04%	128
2023 Q3	$83.7K	Hold	1,300	–	–	0.04%	124
2023 Q2	$78.5K	Hold	1,300	–	–	0.04%	131
2023 Q1	$74.8K	Hold	1,300	–	–	0.04%	135
2022 Q4	$74K	Hold	1,300	–	–	0.05%	136
2022 Q3	$65K	Sell	1,300 -31	-2%	-$1.6K	0.04%	150
2022 Q2	$70K	Buy	1,331 +31	+2%	+$1.74K	0.04%	150
2022 Q1	$71K	Buy	+1,300	New	+$69K	0.03%	163

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

West Branch Capital's SHEL Position: Q2 2026 in Review

West Branch Capital reduced its Shell (SHEL) stake by 21% in Q2 2026, selling an estimated $25.9K and leaving 1,139 shares worth $88.3K. The position accounts for 0.02% of the portfolio, ranked #116.

West Branch Capital first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $134K in Q1 2026. 375 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

West Branch Capital held 1,139 shares of Shell worth $88.3K as of Q2 2026.
West Branch Capital sold 300 Shell shares in Q2 2026, an estimated $25.9K.
Shell made up 0.02% of West Branch Capital's portfolio in Q2 2026, its #116 holding.
West Branch Capital first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
West Branch Capital's Shell position peaked at $134K in Q1 2026.
375 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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