Arista Wealth Management’s Shell SHEL Stock Holding History

Arista Wealth Management’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	$209K	Buy	2,695 +50	+2%	+$4.32K	0.02%	263
2026 Q1	$246K	Buy	+2,645	New	+$214K	0.03%	222
2025 Q4	–	Sell	-3,092	Closed	-$221K	–	314
2025 Q3	$221K	Sell	3,092 -50	-2%	-$3.6K	0.03%	241
2025 Q2	$221K	Buy	+3,142	New	+$211K	0.03%	217

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

Arista Wealth Management's SHEL Position: Q2 2026 in Review

Arista Wealth Management increased its Shell (SHEL) stake by 1.9% in Q2 2026, buying an estimated $4.32K and bringing the position to 2,695 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #263.

Arista Wealth Management first reported a position in SHEL in Q2 2025 and has held it in 4 quarters since. The position peaked at $246K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Arista Wealth Management held 2,695 shares of Shell worth $209K as of Q2 2026.
Arista Wealth Management bought 50 Shell shares in Q2 2026, an estimated $4.32K.
Shell made up 0.02% of Arista Wealth Management's portfolio in Q2 2026, its #263 holding.
Arista Wealth Management first reported a position in Shell in Q2 2025 and has held it in 4 quarters since.
Arista Wealth Management's Shell position peaked at $246K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.