Ameritas Advisory Services’s Shell SHEL Stock Holding History

Ameritas Advisory Services’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	$615K	Buy	7,926 +1,540	+24%	+$133K	0.01%	719
2026 Q1	$594K	Buy	6,386 +1,741	+37%	+$141K	0.02%	524
2025 Q4	$341K	Sell	4,645 -594	-11%	-$43.8K	0.01%	714
2025 Q3	$375K	Sell	5,239 -1,463	-22%	-$105K	0.02%	470
2025 Q2	$472K	Sell	6,702 -2,630	-28%	-$176K	0.02%	520
2025 Q1	$601K	Sell	9,332 -19	-0.2%	-$1.28K	0.02%	522
2024 Q4	$586K	Buy	9,351 +1,459	+18%	+$95.6K	0.02%	551
2024 Q3	$520K	Sell	7,892 -3,528	-31%	-$250K	0.02%	535
2024 Q2	$824K	Buy	11,420 +66	+0.6%	+$4.72K	0.03%	457
2024 Q1	$813K	Buy	11,354 +1,413	+14%	+$90.5K	0.03%	430
2023 Q4	$640K	Buy	9,941 +252	+3%	+$16.5K	0.04%	377
2023 Q3	$664K	Sell	9,689 -1,647	-15%	-$103K	0.03%	433
2023 Q2	$676K	Sell	11,336 -2,202	-16%	-$132K	0.09%	236
2023 Q1	$789K	Sell	13,538 -5,726	-30%	-$337K	0.04%	367
2022 Q4	$1.1M	Buy	+19,264	New	+$1.06M	0.05%	325
2022 Q3	–	Sell	-13,587	Closed	-$710K	–	805
2022 Q2	$710K	Sell	13,587 -2,009	-13%	-$113K	0.04%	361
2022 Q1	$857K	Buy	+15,596	New	+$828K	0.03%	366

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Ameritas Advisory Services's SHEL Position: Q2 2026 in Review

Ameritas Advisory Services increased its Shell (SHEL) stake by 24% in Q2 2026, buying an estimated $133K and bringing the position to 7,926 shares worth $615K. The position accounts for 0.01% of the portfolio, ranked #719.

Ameritas Advisory Services first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.1M in Q4 2022. 1,524 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Ameritas Advisory Services held 7,926 shares of Shell worth $615K as of Q2 2026.
Ameritas Advisory Services bought 1,540 Shell shares in Q2 2026, an estimated $133K.
Shell made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #719 holding.
Ameritas Advisory Services first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
Ameritas Advisory Services's Shell position peaked at $1.1M in Q4 2022.
1,524 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.