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Albion Financial Group’s Shell SHEL Stock Holding History

Albion Financial 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 		$54.4K Sell
702
-27
-4% -$2.33K ﹤0.01% 275
2026
Q1 		$67.8K Buy
729
+27
+4% +$2.18K ﹤0.01% 244
2025
Q4 		$51.6K Hold
702
– – ﹤0.01% 250
2025
Q3 		$50.2K Buy
702
+424
+153% +$30.5K ﹤0.01% 255
2025
Q2 		$19.6K Hold
278
– – ﹤0.01% 314
2025
Q1 		$20.4K Hold
278
– – ﹤0.01% 318
2024
Q4 		$17.4K Buy
+278
New +$18.2K ﹤0.01% 350

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

Albion Financial Group's SHEL Position: Q2 2026 in Review

Albion Financial Group reduced its Shell (SHEL) stake by 3.7% in Q2 2026, selling an estimated $2.33K and leaving 702 shares worth $54.4K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Albion Financial Group first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $67.8K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Albion Financial Group held 702 shares of Shell worth $54.4K as of Q2 2026.
  • Albion Financial Group sold 27 Shell shares in Q2 2026, an estimated $2.33K.
  • Shell made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #275 holding.
  • Albion Financial Group first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
  • Albion Financial Group's Shell position peaked at $67.8K in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.