Aaron Wealth Advisors’s Shell SHEL Stock Holding History

Aaron 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	$2.91M	Buy	37,560 +3,089	+9%	+$267K	0.15%	88
2026 Q1	$3.21M	Buy	34,471 +10,078	+41%	+$814K	0.18%	73
2025 Q4	$1.79M	Buy	24,393 +4,832	+25%	+$356K	0.1%	142
2025 Q3	$1.4M	Sell	19,561 -808	-4%	-$58.2K	0.08%	169
2025 Q2	$1.43M	Buy	20,369 +870	+4%	+$58.3K	0.15%	96
2025 Q1	$1.43M	Buy	19,499 +730	+4%	+$49.2K	0.16%	87
2024 Q4	$1.18M	Buy	18,769 +2,502	+15%	+$164K	0.14%	100
2024 Q3	$1.07M	Buy	16,267 +3,858	+31%	+$273K	0.13%	112
2024 Q2	$896K	Buy	12,409 +1,592	+15%	+$114K	0.12%	108
2024 Q1	$725K	Buy	10,817 +6,960	+180%	+$446K	0.1%	122
2023 Q4	$254K	Buy	3,857 +448	+13%	+$29.4K	0.04%	205
2023 Q3	$219K	Buy	+3,409	New	+$212K	0.03%	236
2022 Q4	–	Sell	-8,214	Closed	-$409K	–	271
2022 Q3	$409K	Buy	+8,214	New	+$423K	0.08%	134
2022 Q2	–	Sell	-650	Closed	-$35.7K	–	725
2022 Q1	$35.7K	Buy	+650	New	+$34.5K	0.01%	501

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Aaron Wealth Advisors increased its Shell (SHEL) stake by 9% in Q2 2026, buying an estimated $267K and bringing the position to 37,560 shares worth $2.91M. The position accounts for 0.15% of the portfolio, ranked #88.

Aaron Wealth Advisors first reported a position in SHEL in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.21M in Q1 2026. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Aaron Wealth Advisors held 37,560 shares of Shell worth $2.91M as of Q2 2026.
Aaron Wealth Advisors bought 3,089 Shell shares in Q2 2026, an estimated $267K.
Shell made up 0.15% of Aaron Wealth Advisors's portfolio in Q2 2026, its #88 holding.
Aaron Wealth Advisors first reported a position in Shell in Q1 2022 and has held it in 14 quarters since.
Aaron Wealth Advisors's Shell position peaked at $3.21M in Q1 2026.
1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.