Arkadios Wealth Advisors’s Shell SHEL Stock Holding History

Arkadios Wealth Advisors’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	$2.79M	Sell	35,924 -4,010	-10%	-$346K	0.04%	420
2026 Q1	$3.71M	Sell	39,934 -2,664	-6%	-$215K	0.06%	326
2025 Q4	$3.13M	Buy	42,598 +4,347	+11%	+$320K	0.06%	321
2025 Q3	$2.74M	Buy	38,251 +1,686	+5%	+$121K	0.07%	311
2025 Q2	$2.57M	Sell	36,565 -439	-1%	-$29.4K	0.08%	278
2025 Q1	$2.71M	Buy	37,004 +21,016	+131%	+$1.42M	0.1%	228
2024 Q4	$1M	Buy	15,988 +3,526	+28%	+$231K	0.05%	332
2024 Q3	$822K	Sell	12,462 -2,971	-19%	-$210K	0.05%	376
2024 Q2	$1.11M	Sell	15,433 -2,215	-13%	-$158K	0.08%	259
2024 Q1	$1.18M	Buy	17,648 +3,636	+26%	+$233K	0.09%	211
2023 Q4	$922K	Buy	14,012 +463	+3%	+$30.4K	0.08%	242
2023 Q3	$872K	Buy	13,549 +2,746	+25%	+$171K	0.08%	233
2023 Q2	$652K	Sell	10,803 -59	-0.5%	-$3.54K	0.08%	251
2023 Q1	$625K	Sell	10,862 -705	-6%	-$41.5K	0.07%	261
2022 Q4	$659K	Buy	11,567 +2,840	+33%	+$157K	0.09%	239
2022 Q3	$434K	Buy	8,727 +1,533	+21%	+$79K	0.07%	296
2022 Q2	$376K	Buy	7,194 +483	+7%	+$27.1K	0.06%	346
2022 Q1	$369K	Buy	+6,711	New	+$356K	0.05%	379

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

Arkadios Wealth Advisors's SHEL Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Shell (SHEL) stake by 10% in Q2 2026, selling an estimated $346K and leaving 35,924 shares worth $2.79M. The position accounts for 0.04% of the portfolio, ranked #420.

Arkadios Wealth Advisors first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.71M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Arkadios Wealth Advisors held 35,924 shares of Shell worth $2.79M as of Q2 2026.
Arkadios Wealth Advisors sold 4,010 Shell shares in Q2 2026, an estimated $346K.
Shell made up 0.04% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #420 holding.
Arkadios Wealth Advisors first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Arkadios Wealth Advisors's Shell position peaked at $3.71M in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.