Abacus Planning Group’s Shell SHEL Stock Holding History

Abacus Planning Group’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	$286K	Sell	3,686 -812	-18%	-$70.1K	0.04%	208
2026 Q1	$418K	Buy	4,498 +498	+12%	+$40.2K	0.06%	157
2025 Q4	$294K	Buy	4,000 +1,161	+41%	+$85.5K	0.04%	199
2025 Q3	$203K	Sell	2,839 -235	-8%	-$16.9K	0.03%	240
2025 Q2	$216K	Sell	3,074 -2,189	-42%	-$147K	0.03%	223
2025 Q1	$386K	Buy	5,263 +235	+5%	+$15.8K	0.07%	143
2024 Q4	$315K	Hold	5,028	–	–	0.06%	162
2024 Q3	$332K	Hold	5,028	–	–	0.06%	156
2024 Q2	$363K	Sell	5,028 -64	-1%	-$4.57K	0.07%	131
2024 Q1	$341K	Buy	5,092 +89	+2%	+$5.7K	0.07%	135
2023 Q4	$329K	Buy	5,003 +169	+3%	+$11.1K	0.07%	138
2023 Q3	$311K	Buy	4,834 +402	+9%	+$25K	0.08%	134
2023 Q2	$268K	Hold	4,432	–	–	0.06%	150
2023 Q1	$255K	Hold	4,432	–	–	0.07%	151
2022 Q4	$252K	Hold	4,432	–	–	0.07%	145
2022 Q3	$221K	Buy	4,432 +4	+0.1%	+$206	0.07%	154
2022 Q2	$232K	Buy	+4,428	New	+$249K	0.07%	162

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

Abacus Planning Group's SHEL Position: Q2 2026 in Review

Abacus Planning Group reduced its Shell (SHEL) stake by 18% in Q2 2026, selling an estimated $70.1K and leaving 3,686 shares worth $286K. The position accounts for 0.04% of the portfolio, ranked #208.

Abacus Planning Group first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $418K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Abacus Planning Group held 3,686 shares of Shell worth $286K as of Q2 2026.
Abacus Planning Group sold 812 Shell shares in Q2 2026, an estimated $70.1K.
Shell made up 0.04% of Abacus Planning Group's portfolio in Q2 2026, its #208 holding.
Abacus Planning Group first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
Abacus Planning Group's Shell position peaked at $418K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.