Arax Advisory Partners’s Shell SHEL Stock Holding History

Arax Advisory Partners’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	$7.03M	Buy	90,680 +86,796	+2,235%	+$7.49M	0.05%	386
2026 Q1	$361K	Sell	3,884 -24,323	-86%	-$1.97M	0.01%	775
2025 Q4	$2.07M	Sell	28,207 -55,224	-66%	-$4.07M	0.06%	230
2025 Q3	$5.97M	Buy	83,431 +80,203	+2,485%	+$5.78M	0.09%	192
2025 Q2	$272K	Buy	3,228 +640	+25%	+$42.9K	0.01%	556
2025 Q1	$190K	Buy	2,588 +824	+47%	+$55.5K	0.01%	541
2024 Q4	$111K	Buy	1,764 +335	+23%	+$22K	0.01%	654
2024 Q3	$94.2K	Sell	1,429 -1	-0.1%	-$71	0.01%	508
2024 Q2	$103K	Buy	1,430 +6	+0.4%	+$429	0.01%	466
2024 Q1	$95.5K	Sell	1,424 -559	-28%	-$35.8K	0.01%	398
2023 Q4	$130K	Sell	1,983 -3	-0.2%	-$197	0.01%	338
2023 Q3	$128K	Sell	1,986 -932	-32%	-$58K	0.02%	310
2023 Q2	$176K	Sell	2,918 -113	-4%	-$6.78K	0.02%	262
2023 Q1	$174K	Buy	3,031 +380	+14%	+$22.4K	0.02%	256
2022 Q4	$151K	Buy	2,651 +888	+50%	+$49K	0.02%	267
2022 Q3	$88K	Buy	1,763 +426	+32%	+$22K	0.01%	328
2022 Q2	$70K	Sell	1,337 -881	-40%	-$49.5K	0.01%	374
2022 Q1	$122K	Buy	+2,218	New	+$118K	0.02%	311

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

Arax Advisory Partners's SHEL Position: Q2 2026 in Review

Arax Advisory Partners increased its Shell (SHEL) stake by 2,235% in Q2 2026, buying an estimated $7.49M and bringing the position to 90,680 shares worth $7.03M. The position accounts for 0.05% of the portfolio, ranked #386.

Arax Advisory Partners first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Arax Advisory Partners held 90,680 shares of Shell worth $7.03M as of Q2 2026.
Arax Advisory Partners bought 86,796 Shell shares in Q2 2026, an estimated $7.49M.
Shell made up 0.05% of Arax Advisory Partners's portfolio in Q2 2026, its #386 holding.
Arax Advisory Partners first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.