AWAU
SHEL icon

Alliance Wealth Advisors (Utah)’s Shell SHEL Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$327K Sell
4,211
-670
-14% -$57.8K 0.06% 181
2026
Q1 		$454K Sell
4,881
-1,446
-23% -$117K 0.1% 146
2025
Q4 		$465K Sell
6,327
-2,425
-28% -$179K 0.1% 171
2025
Q3 		$626K Buy
8,752
+271
+3% +$19.5K 0.15% 155
2025
Q2 		$597K Buy
8,481
+294
+4% +$19.7K 0.14% 146
2025
Q1 		$600K Buy
8,187
+2,657
+48% +$179K 0.16% 143
2024
Q4 		$346K Sell
5,530
-58
-1% -$3.8K 0.09% 203
2024
Q3 		$369K Buy
5,588
+13
+0.2% +$921 0.1% 180
2024
Q2 		$402K Sell
5,575
-710
-11% -$50.7K 0.12% 163
2024
Q1 		$421K Sell
6,285
-159
-2% -$10.2K 0.13% 161
2023
Q4 		$424K Sell
6,444
-1,051
-14% -$69K 0.14% 155
2023
Q3 		$483K Sell
7,495
-694
-8% -$43.2K 0.18% 122
2023
Q2 		$494K Buy
8,189
+202
+3% +$12.1K 0.18% 121
2023
Q1 		$460K Sell
7,987
-119
-1% -$7K 0.18% 121
2022
Q4 		$462K Buy
+8,106
New +$447K 0.21% 113

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

Alliance Wealth Advisors (Utah)'s SHEL Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Shell (SHEL) stake by 14% in Q2 2026, selling an estimated $57.8K and leaving 4,211 shares worth $327K. The position accounts for 0.06% of the portfolio, ranked #181.

Alliance Wealth Advisors (Utah) first reported a position in SHEL in Q4 2022 and has held it in 15 quarters since. The position peaked at $626K in Q3 2025. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 4,211 shares of Shell worth $327K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 670 Shell shares in Q2 2026, an estimated $57.8K.
  • Shell made up 0.06% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #181 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Shell in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s Shell position peaked at $626K in Q3 2025.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.