Arkos Global Advisors’s Shell SHEL Stock Holding History

Arkos Global 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 Q1	$886K	Hold	9,525	–	–	0.11%	50
2025 Q4	$700K	Sell	9,525 -171	-2%	-$12.6K	0.09%	57
2025 Q3	$694K	Sell	9,696 -409	-4%	-$29.5K	0.09%	66
2025 Q2	$711K	Hold	10,105	–	–	0.1%	53
2025 Q1	$740K	Hold	10,105	–	–	0.11%	50
2024 Q4	$633K	Hold	10,105	–	–	0.09%	59
2024 Q3	$666K	Sell	10,105 -906	-8%	-$64.2K	0.1%	59
2024 Q2	$795K	Sell	11,011 -1,643	-13%	-$117K	0.13%	48
2024 Q1	$848K	Buy	12,654 +1,633	+15%	+$105K	0.14%	47
2023 Q4	$725K	Sell	11,021 -179	-2%	-$11.7K	0.13%	44
2023 Q3	$721K	Sell	11,200 -69	-0.6%	-$4.29K	0.15%	39
2023 Q2	$680K	Sell	11,269 -88	-0.8%	-$5.28K	0.13%	40
2023 Q1	$653K	Sell	11,357 -1,943	-15%	-$114K	0.13%	44
2022 Q4	$757K	Hold	13,300	–	–	0.19%	39
2022 Q3	$662K	Sell	13,300 -171	-1%	-$8.81K	0.2%	31
2022 Q2	$704K	Buy	13,471 +171	+1%	+$9.61K	0.2%	29
2022 Q1	$731K	Buy	+13,300	New	+$706K	0.19%	34

Other funds holding SHEL

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return