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YHB Investment Advisors’s Shell SHEL Stock Holding History

YHB Investment 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 		$4.55M Sell
58,664
-4,189
-7% -$362K 0.29% 84
2026
Q1 		$5.85M Sell
62,853
-944
-1% -$76.3K 0.42% 67
2025
Q4 		$4.69M Sell
63,797
-1,745
-3% -$129K 0.32% 79
2025
Q3 		$4.69M Sell
65,542
-3,346
-5% -$241K 0.34% 75
2025
Q2 		$4.85M Buy
68,888
+277
+0.4% +$18.6K 0.37% 73
2025
Q1 		$5.03M Buy
68,611
+2,649
+4% +$178K 0.42% 63
2024
Q4 		$4.13M Buy
65,962
+1,577
+2% +$103K 0.34% 76
2024
Q3 		$4.25M Buy
64,385
+1,341
+2% +$95K 0.35% 73
2024
Q2 		$4.55M Buy
63,044
+292
+0.5% +$20.9K 0.39% 64
2024
Q1 		$4.21M Sell
62,752
-1,558
-2% -$99.8K 0.37% 74
2023
Q4 		$4.23M Sell
64,310
-7,676
-11% -$504K 0.41% 65
2023
Q3 		$4.63M Buy
71,986
+6,078
+9% +$378K 0.43% 68
2023
Q2 		$3.98M Buy
65,908
+13,000
+25% +$780K 0.37% 74
2023
Q1 		$3.04M Buy
52,908
+9,002
+21% +$530K 0.31% 88
2022
Q4 		$2.5M Buy
43,906
+9,639
+28% +$531K 0.27% 92
2022
Q3 		$1.71M Buy
34,267
+26,760
+356% +$1.38M 0.19% 110
2022
Q2 		$393K Buy
+7,507
New +$422K 0.04% 205

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
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
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
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

YHB Investment Advisors's SHEL Position: Q2 2026 in Review

YHB Investment Advisors reduced its Shell (SHEL) stake by 6.7% in Q2 2026, selling an estimated $362K and leaving 58,664 shares worth $4.55M. The position accounts for 0.29% of the portfolio, ranked #84.

YHB Investment Advisors first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.85M in Q1 2026. 473 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • YHB Investment Advisors held 58,664 shares of Shell worth $4.55M as of Q2 2026.
  • YHB Investment Advisors sold 4,189 Shell shares in Q2 2026, an estimated $362K.
  • Shell made up 0.29% of YHB Investment Advisors's portfolio in Q2 2026, its #84 holding.
  • YHB Investment Advisors first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
  • YHB Investment Advisors's Shell position peaked at $5.85M in Q1 2026.
  • 473 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.