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AmeriFlex Group’s Shell SHEL Stock Holding History

AmeriFlex 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 		$70.9K Buy
914
+114
+14% +$9.84K 0.03% 411
2026
Q1 		$74.4K Hold
800
– – 0.04% 346
2025
Q4 		$58.8K Sell
800
-800
-50% -$58.9K 0.03% 386
2025
Q3 		$114K Sell
1,600
-653
-29% -$47K 0.04% 306
2025
Q2 		$160K Sell
2,253
-1,996
-47% -$134K 0.08% 196
2025
Q1 		$311K Buy
4,249
+35
+0.8% +$2.36K 0.13% 164
2024
Q4 		$277K Buy
+4,214
New +$276K 0.13% 154

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

AmeriFlex Group's SHEL Position: Q2 2026 in Review

AmeriFlex Group increased its Shell (SHEL) stake by 14% in Q2 2026, buying an estimated $9.84K and bringing the position to 914 shares worth $70.9K. The position accounts for 0.03% of the portfolio, ranked #411.

AmeriFlex Group first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $311K in Q1 2025. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • AmeriFlex Group held 914 shares of Shell worth $70.9K as of Q2 2026.
  • AmeriFlex Group bought 114 Shell shares in Q2 2026, an estimated $9.84K.
  • Shell made up 0.03% of AmeriFlex Group's portfolio in Q2 2026, its #411 holding.
  • AmeriFlex Group first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
  • AmeriFlex Group's Shell position peaked at $311K in Q1 2025.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.