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Advisor OS’s Shell SHEL Stock Holding History

Advisor OS’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 		$466K Buy
6,006
+523
+10% +$45.1K 0.03% 331
2026
Q1 		$510K Buy
5,483
+1,185
+28% +$95.8K 0.04% 290
2025
Q4 		$316K Buy
+4,298
New +$317K 0.03% 371
2024
Q1 		– Sell
-4,829
Closed -$318K – 404
2023
Q4 		$318K Buy
4,829
+379
+9% +$24.9K 0.04% 252
2023
Q3 		$286K Buy
4,450
+176
+4% +$11K 0.04% 237
2023
Q2 		$258K Buy
+4,274
New +$256K 0.04% 256

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

Advisor OS's SHEL Position: Q2 2026 in Review

Advisor OS increased its Shell (SHEL) stake by 9.5% in Q2 2026, buying an estimated $45.1K and bringing the position to 6,006 shares worth $466K. The position accounts for 0.03% of the portfolio, ranked #331.

Advisor OS first reported a position in SHEL in Q2 2023 and has held it in 6 quarters since. The position peaked at $510K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Advisor OS held 6,006 shares of Shell worth $466K as of Q2 2026.
  • Advisor OS bought 523 Shell shares in Q2 2026, an estimated $45.1K.
  • Shell made up 0.03% of Advisor OS's portfolio in Q2 2026, its #331 holding.
  • Advisor OS first reported a position in Shell in Q2 2023 and has held it in 6 quarters since.
  • Advisor OS's Shell position peaked at $510K in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.