Atlas Capital Advisors’s Shell SHEL Stock Holding History

Atlas Capital 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	$262K	Hold	3,376	–	–	0.03%	411
2026 Q1	$314K	Hold	3,376	–	–	0.04%	331
2025 Q4	$248K	Buy	+3,376	New	+$249K	0.03%	374
2025 Q2	$219K	Sell	3,105 -38	-1%	-$2.55K	0.03%	388
2025 Q1	$230K	Buy	3,143 +38	+1%	+$2.56K	0.03%	373
2024 Q4	$195K	Sell	3,105 -87	-3%	-$5.7K	0.02%	392
2024 Q3	$211K	Sell	3,192 -1,864	-37%	-$132K	0.03%	364
2024 Q2	$365K	Buy	5,056 +313	+7%	+$22.4K	0.05%	284
2024 Q1	$318K	Sell	4,743 -761	-14%	-$48.8K	0.05%	296
2023 Q4	$362K	Buy	5,504 +1,166	+27%	+$76.5K	0.05%	266
2023 Q3	$279K	Sell	4,338 -981	-18%	-$61.1K	0.05%	291
2023 Q2	$321K	Hold	5,319	–	–	0.05%	280
2023 Q1	$306K	Hold	5,319	–	–	0.05%	278
2022 Q4	$303K	Sell	5,319 -3,322	-38%	-$183K	0.05%	261
2022 Q3	$430K	Sell	8,641 -459	-5%	-$23.7K	0.08%	204
2022 Q2	$476K	Sell	9,100 -5,738	-39%	-$322K	0.08%	204
2022 Q1	$815K	Buy	+14,838	New	+$788K	0.13%	145

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

Atlas Capital Advisors's SHEL Position: Q2 2026 in Review

Atlas Capital Advisors held its Shell (SHEL) position steady in Q2 2026 at 3,376 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #411.

Atlas Capital Advisors first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $815K in Q1 2022. 1,525 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Atlas Capital Advisors held 3,376 shares of Shell worth $262K as of Q2 2026.
Atlas Capital Advisors left its Shell share count unchanged in Q2 2026.
Shell made up 0.03% of Atlas Capital Advisors's portfolio in Q2 2026, its #411 holding.
Atlas Capital Advisors first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
Atlas Capital Advisors's Shell position peaked at $815K in Q1 2022.
1,525 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.