AIA
SHEL icon

Allied Investment Advisors’s Shell SHEL Stock Holding History

Allied Investment Advisors’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 		$15.8M Buy
204,343
+4,154
+2% +$359K 1.99% 18
2026
Q1 		$18.6M Buy
200,189
+3,737
+2% +$302K 2.67% 9
2025
Q4 		$14.4M Buy
196,452
+4,720
+2% +$348K 2.23% 15
2025
Q3 		$13.7M Buy
191,732
+6,546
+4% +$471K 2.18% 15
2025
Q2 		$13M Buy
185,186
+3,559
+2% +$239K 2.28% 15
2025
Q1 		$13.3M Buy
181,627
+7,940
+5% +$535K 2.52% 10
2024
Q4 		$10.9M Buy
173,687
+1,394
+0.8% +$91.4K 2.19% 20
2024
Q3 		$11.4M Buy
172,293
+1,191
+0.7% +$84.4K 2.25% 15
2024
Q2 		$12.4M Sell
171,102
-328
-0.2% -$23.4K 2.9% 7
2024
Q1 		$11.5M Buy
171,430
+3,714
+2% +$238K 2.77% 11
2023
Q4 		$11M Sell
167,716
-678
-0.4% -$44.5K 3% 8
2023
Q3 		$10.8M Sell
168,394
-409
-0.2% -$25.5K 3.24% 8
2023
Q2 		$10.2M Buy
168,803
+927
+0.6% +$55.6K 2.95% 9
2023
Q1 		$9.66M Sell
167,876
-1,458
-0.9% -$85.8K 2.99% 8
2022
Q4 		$9.64M Sell
169,334
-1,611
-0.9% -$88.8K 3.02% 8
2022
Q3 		$8.51M Buy
170,945
+955
+0.6% +$49.2K 3.17% 7
2022
Q2 		$8.89M Buy
169,990
+1,000
+0.6% +$56.2K 3.19% 6
2022
Q1 		$9.28M Buy
+168,990
New +$8.97M 3.02% 7

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

Allied Investment Advisors's SHEL Position: Q2 2026 in Review

Allied Investment Advisors increased its Shell (SHEL) stake by 2.1% in Q2 2026, buying an estimated $359K and bringing the position to 204,343 shares worth $15.8M. The position accounts for 1.99% of the portfolio, ranked #18.

Allied Investment Advisors first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $18.6M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Allied Investment Advisors held 204,343 shares of Shell worth $15.8M as of Q2 2026.
  • Allied Investment Advisors bought 4,154 Shell shares in Q2 2026, an estimated $359K.
  • Shell made up 1.99% of Allied Investment Advisors's portfolio in Q2 2026, its #18 holding.
  • Allied Investment Advisors first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Allied Investment Advisors's Shell position peaked at $18.6M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.