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Ares Financial Consulting’s Shell SHEL Stock Holding History

Ares Financial Consulting’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 		$57.9K Buy
747
+7
+0.9% +$604 0.04% 206
2026
Q1 		$68.1K Buy
740
+219
+42% +$17.7K 0.05% 171
2025
Q4 		$38.3K Buy
+521
New +$38.4K 0.04% 183

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
AAIM
American Assets Investment Management San Diego, California $1.65B AUM 59.75% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Ares Financial Consulting's SHEL Position: Q2 2026 in Review

Ares Financial Consulting increased its Shell (SHEL) stake by 0.95% in Q2 2026, buying an estimated $604 and bringing the position to 747 shares worth $57.9K. The position accounts for 0.04% of the portfolio, ranked #206.

Ares Financial Consulting first reported a position in SHEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $68.1K in Q1 2026. 829 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Ares Financial Consulting held 747 shares of Shell worth $57.9K as of Q2 2026.
  • Ares Financial Consulting bought 7 Shell shares in Q2 2026, an estimated $604.
  • Shell made up 0.04% of Ares Financial Consulting's portfolio in Q2 2026, its #206 holding.
  • Ares Financial Consulting first reported a position in Shell in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Shell position peaked at $68.1K in Q1 2026.
  • 829 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.