WA
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Westfuller Advisors’s Shell SHEL Stock Holding History

Westfuller Advisors’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 		$10.6K Buy
136
+1
+0.7% +$86 ﹤0.01% 480
2026
Q1 		$12.5K Buy
135
+1
+0.7% +$81 0.01% 416
2025
Q4 		$9.82K Buy
134
+2
+2% +$147 ﹤0.01% 474
2025
Q3 		$9.47K Buy
+132
New +$9.51K ﹤0.01% 457

Other funds holding SHEL

MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
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
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
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

Westfuller Advisors's SHEL Position: Q2 2026 in Review

Westfuller Advisors increased its Shell (SHEL) stake by 0.74% in Q2 2026, buying an estimated $86 and bringing the position to 136 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Westfuller Advisors first reported a position in SHEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.5K in Q1 2026. 676 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Westfuller Advisors held 136 shares of Shell worth $10.6K as of Q2 2026.
  • Westfuller Advisors bought 1 Shell share in Q2 2026, an estimated $86.
  • Shell made up ﹤0.01% of Westfuller Advisors's portfolio in Q2 2026, its #480 holding.
  • Westfuller Advisors first reported a position in Shell in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's Shell position peaked at $12.5K in Q1 2026.
  • 676 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.