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Advisornet Financial’s Shell SHEL Stock Holding History

Advisornet Financial’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 		$235K Buy
3,029
+1,092
+56% +$94.3K 0.01% 603
2026
Q1 		$180K Sell
1,937
-76
-4% -$6.14K 0.01% 647
2025
Q4 		$148K Sell
2,013
-452
-18% -$33.3K 0.01% 690
2025
Q3 		$176K Sell
2,465
-640
-21% -$46.1K 0.01% 630
2025
Q2 		$219K Buy
3,105
+541
+21% +$36.3K 0.01% 553
2025
Q1 		$188K Buy
2,564
+675
+36% +$45.5K 0.01% 557
2024
Q4 		$118K Sell
1,889
-95
-5% -$6.23K 0.01% 637
2024
Q3 		$131K Hold
1,984
– – 0.01% 633
2024
Q2 		$143K Buy
1,984
+475
+31% +$34K 0.01% 554
2024
Q1 		$101K Buy
1,509
+21
+1% +$1.35K 0.01% 631
2023
Q4 		$97.9K Sell
1,488
-11
-0.7% -$722 0.01% 649
2023
Q3 		$96.5K Sell
1,499
-411
-22% -$25.6K 0.01% 626
2023
Q2 		$115K Buy
1,910
+404
+27% +$24.2K 0.01% 612
2023
Q1 		$86.7K Sell
1,506
-31
-2% -$1.82K 0.01% 658
2022
Q4 		$87.5K Sell
1,537
-79
-5% -$4.36K 0.01% 651
2022
Q3 		$80K Sell
1,616
-210
-12% -$10.8K 0.01% 711
2022
Q2 		$95K Sell
1,826
-858
-32% -$48.2K 0.01% 688
2022
Q1 		$147K Buy
+2,684
New +$142K 0.01% 634

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

Advisornet Financial's SHEL Position: Q2 2026 in Review

Advisornet Financial increased its Shell (SHEL) stake by 56% in Q2 2026, buying an estimated $94.3K and bringing the position to 3,029 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #603.

Advisornet Financial first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Advisornet Financial held 3,029 shares of Shell worth $235K as of Q2 2026.
  • Advisornet Financial bought 1,092 Shell shares in Q2 2026, an estimated $94.3K.
  • Shell made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #603 holding.
  • Advisornet Financial first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • 1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.