Yousif Capital Management’s Shell SHEL Stock Holding History

Yousif Capital Management’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	$478K	Sell	6,170 -20,694	-77%	-$1.79M	0.01%	1366
2026 Q1	$2.5M	Sell	26,864 -3,000	-10%	-$242K	0.03%	560
2025 Q4	$2.18M	Sell	29,864 -2,070	-6%	-$152K	0.02%	662
2025 Q3	$2.28M	Sell	31,934 -6,985	-18%	-$503K	0.02%	645
2025 Q2	$2.74M	Buy	38,919 +2,665	+7%	+$179K	0.03%	566
2025 Q1	$2.66M	Hold	36,254	–	–	0.03%	562
2024 Q4	$2.27M	Sell	36,254 -1,000	-3%	-$65.5K	0.03%	679
2024 Q3	$2.46M	Sell	37,254 -14,325	-28%	-$1.01M	0.03%	656
2024 Q2	$3.72M	Sell	51,579 -4,660	-8%	-$333K	0.04%	428
2024 Q1	$3.77M	Sell	56,239 -1,800	-3%	-$115K	0.04%	467
2023 Q4	$3.82M	Buy	58,039 +2,700	+5%	+$177K	0.05%	431
2023 Q3	$3.56M	Sell	55,339 -2,210	-4%	-$138K	0.05%	430
2023 Q2	$3.47M	Sell	57,549 -932	-2%	-$55.9K	0.04%	474
2023 Q1	$3.36M	Sell	58,481 -3,000	-5%	-$176K	0.04%	472
2022 Q4	$3.5M	Hold	61,481	–	–	0.05%	449
2022 Q3	$3.06M	Buy	61,481 +1,640	+3%	+$84.5K	0.04%	465
2022 Q2	$3.13M	Sell	59,841 -630	-1%	-$35.4K	0.04%	507
2022 Q1	$3.32M	Buy	+60,471	New	+$3.21M	0.04%	566

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

Yousif Capital Management's SHEL Position: Q2 2026 in Review

Yousif Capital Management reduced its Shell (SHEL) stake by 77% in Q2 2026, selling an estimated $1.79M and leaving 6,170 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #1366.

Yousif Capital Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.82M in Q4 2023. 375 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Yousif Capital Management held 6,170 shares of Shell worth $478K as of Q2 2026.
Yousif Capital Management sold 20,694 Shell shares in Q2 2026, an estimated $1.79M.
Shell made up 0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1366 holding.
Yousif Capital Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Yousif Capital Management's Shell position peaked at $3.82M in Q4 2023.
375 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.