Arkfeld Wealth Strategies’s Shell SHEL Stock Holding History

Arkfeld Wealth Strategies’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	$447K	Sell	5,721 -612	-10%	-$52.8K	0.13%	76
2026 Q1	$569K	Buy	6,333 +33	+0.5%	+$2.67K	0.18%	56
2025 Q4	$451K	Buy	6,300 +41	+0.7%	+$3.02K	0.15%	64
2025 Q3	$458K	Buy	6,259 +41	+0.7%	+$2.95K	0.17%	63
2025 Q2	$434K	Buy	6,218 +41	+0.7%	+$2.75K	0.17%	62
2025 Q1	$395K	Buy	6,177 +40	+0.7%	+$2.69K	0.17%	66
2024 Q4	$399K	Buy	6,137 +45	+0.7%	+$2.95K	0.18%	61
2024 Q3	$417K	Buy	6,092 +39	+0.6%	+$2.76K	0.2%	61
2024 Q2	$440K	Buy	6,053 +37	+0.6%	+$2.65K	0.22%	57
2024 Q1	$437K	Buy	6,016 +40	+0.7%	+$2.56K	0.24%	57
2023 Q4	$382K	Buy	5,976 +39	+0.7%	+$2.56K	0.25%	55
2023 Q3	$395K	Hold	5,937	–	–	0.28%	48
2023 Q2	$367K	Buy	5,937 +24	+0.4%	+$1.44K	0.27%	48
2023 Q1	$359K	Buy	5,913 +16	+0.3%	+$941	0.26%	47
2022 Q4	$344K	Hold	5,897	–	–	0.23%	57
2022 Q3	$298K	Hold	5,897	–	–	0.21%	58
2022 Q2	$289K	Buy	+5,897	New	+$331K	0.19%	56

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

Arkfeld Wealth Strategies's SHEL Position: Q2 2026 in Review

Arkfeld Wealth Strategies reduced its Shell (SHEL) stake by 9.7% in Q2 2026, selling an estimated $52.8K and leaving 5,721 shares worth $447K. The position accounts for 0.13% of the portfolio, ranked #76.

Arkfeld Wealth Strategies first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $569K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Arkfeld Wealth Strategies held 5,721 shares of Shell worth $447K as of Q2 2026.
Arkfeld Wealth Strategies sold 612 Shell shares in Q2 2026, an estimated $52.8K.
Shell made up 0.13% of Arkfeld Wealth Strategies's portfolio in Q2 2026, its #76 holding.
Arkfeld Wealth Strategies first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
Arkfeld Wealth Strategies's Shell position peaked at $569K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Arkfeld Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.