ARS Wealth Advisors Group’s Shell SHEL Stock Holding History

ARS Wealth Advisors Group’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	$1.96M	Sell	25,290 -146	-0.6%	-$12.6K	0.15%	69
2026 Q1	$2.37M	Sell	25,436 -940	-4%	-$76K	0.2%	58
2025 Q4	$1.94M	Sell	26,376 -607	-2%	-$44.7K	0.17%	59
2025 Q3	$1.93M	Buy	26,983 +16	+0.1%	+$1.15K	0.19%	58
2025 Q2	$1.9M	Sell	26,967 -2,659	-9%	-$178K	0.22%	58
2025 Q1	$2.17M	Sell	29,626 -953	-3%	-$64.2K	0.31%	45
2024 Q4	$1.92M	Sell	30,579 -1,716	-5%	-$112K	0.26%	49
2024 Q3	$2.13M	Sell	32,295 -52	-0.2%	-$3.68K	0.26%	51
2024 Q2	$2.33M	Sell	32,347 -3,410	-10%	-$244K	0.3%	46
2024 Q1	$2.4M	Sell	35,757 -69,520	-66%	-$4.45M	0.32%	44
2023 Q4	$6.93M	Sell	105,277 -17,494	-14%	-$1.15M	1.03%	32
2023 Q3	$7.9M	Sell	122,771 -879	-0.7%	-$54.7K	1.3%	30
2023 Q2	$7.47M	Buy	123,650 +1,110	+0.9%	+$66.6K	1.19%	32
2023 Q1	$7.05M	Buy	122,540 +31,871	+35%	+$1.88M	1.3%	33
2022 Q4	$5.16M	Sell	90,669 -338	-0.4%	-$18.6K	0.85%	45
2022 Q3	$4.53M	Buy	91,007 +2,045	+2%	+$105K	0.69%	48
2022 Q2	$4.65M	Buy	+88,962	New	+$5M	0.64%	54

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

ARS Wealth Advisors Group's SHEL Position: Q2 2026 in Review

ARS Wealth Advisors Group reduced its Shell (SHEL) stake by 0.57% in Q2 2026, selling an estimated $12.6K and leaving 25,290 shares worth $1.96M. The position accounts for 0.15% of the portfolio, ranked #69.

ARS Wealth Advisors Group first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.9M in Q3 2023. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

ARS Wealth Advisors Group held 25,290 shares of Shell worth $1.96M as of Q2 2026.
ARS Wealth Advisors Group sold 146 Shell shares in Q2 2026, an estimated $12.6K.
Shell made up 0.15% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #69 holding.
ARS Wealth Advisors Group first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
ARS Wealth Advisors Group's Shell position peaked at $7.9M in Q3 2023.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.