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180 Wealth Advisors’s Shell SHEL Stock Holding History

180 Wealth 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 		$633K Sell
8,165
-584
-7% -$50.4K 0.06% 256
2026
Q1 		$814K Sell
8,749
-150
-2% -$12.1K 0.09% 215
2025
Q4 		$654K Sell
8,899
-79
-0.9% -$5.82K 0.07% 240
2025
Q3 		$642K Sell
8,978
-422
-4% -$30.4K 0.08% 229
2025
Q2 		$662K Buy
9,400
+133
+1% +$8.91K 0.09% 206
2025
Q1 		$679K Sell
9,267
-503
-5% -$33.9K 0.11% 183
2024
Q4 		$612K Sell
9,770
-64
-0.7% -$4.19K 0.1% 196
2024
Q3 		$649K Buy
9,834
+63
+0.6% +$4.46K 0.1% 184
2024
Q2 		$713K Buy
9,771
+494
+5% +$35.3K 0.12% 162
2024
Q1 		$622K Buy
9,277
+138
+2% +$8.84K 0.11% 179
2023
Q4 		$602K Buy
9,139
+97
+1% +$6.37K 0.12% 175
2023
Q3 		$582K Buy
9,042
+328
+4% +$20.4K 0.13% 164
2023
Q2 		$530K Sell
8,714
-110
-1% -$6.6K 0.12% 189
2023
Q1 		$508K Sell
8,824
-53
-0.6% -$3.12K 0.12% 186
2022
Q4 		$519K Sell
8,877
-45
-0.5% -$2.48K 0.12% 188
2022
Q3 		$444K Buy
8,922
+2,737
+44% +$141K 0.12% 161
2022
Q2 		$321K Buy
6,185
+579
+10% +$32.5K 0.08% 243
2022
Q1 		$326K Buy
+5,606
New +$298K 0.07% 261

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

180 Wealth Advisors's SHEL Position: Q2 2026 in Review

180 Wealth Advisors reduced its Shell (SHEL) stake by 6.7% in Q2 2026, selling an estimated $50.4K and leaving 8,165 shares worth $633K. The position accounts for 0.06% of the portfolio, ranked #256.

180 Wealth Advisors first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $814K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • 180 Wealth Advisors held 8,165 shares of Shell worth $633K as of Q2 2026.
  • 180 Wealth Advisors sold 584 Shell shares in Q2 2026, an estimated $50.4K.
  • Shell made up 0.06% of 180 Wealth Advisors's portfolio in Q2 2026, its #256 holding.
  • 180 Wealth Advisors first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • 180 Wealth Advisors's Shell position peaked at $814K in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.