Atomi Financial Group’s Shell SHEL Stock Holding History

Atomi Financial 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	$2.79M	Sell	35,990 -1,519	-4%	-$131K	0.07%	204
2026 Q1	$3.49M	Sell	37,509 -598	-2%	-$48.3K	0.11%	150
2025 Q4	$2.8M	Buy	38,107 +662	+2%	+$48.8K	0.08%	180
2025 Q3	$2.68M	Buy	37,445 +7,865	+27%	+$566K	0.09%	161
2025 Q2	$2.08M	Sell	29,580 -8,913	-23%	-$597K	0.08%	181
2025 Q1	$2.82M	Buy	38,493 +13,602	+55%	+$916K	0.13%	127
2024 Q4	$1.56M	Sell	24,891 -1,671	-6%	-$110K	0.08%	186
2024 Q3	$1.75M	Sell	26,562 -2,139	-7%	-$151K	0.11%	151
2024 Q2	$2.07M	Buy	28,701 +6,861	+31%	+$490K	0.15%	117
2024 Q1	$1.46M	Buy	21,840 +2,662	+14%	+$171K	0.14%	140
2023 Q4	$1.26M	Buy	19,178 +15,344	+400%	+$1.01M	0.17%	115
2023 Q3	$247K	Buy	+3,834	New	+$239K	0.08%	284

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

Atomi Financial Group's SHEL Position: Q2 2026 in Review

Atomi Financial Group reduced its Shell (SHEL) stake by 4% in Q2 2026, selling an estimated $131K and leaving 35,990 shares worth $2.79M. The position accounts for 0.07% of the portfolio, ranked #204.

Atomi Financial Group first reported a position in SHEL in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.49M in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Atomi Financial Group held 35,990 shares of Shell worth $2.79M as of Q2 2026.
Atomi Financial Group sold 1,519 Shell shares in Q2 2026, an estimated $131K.
Shell made up 0.07% of Atomi Financial Group's portfolio in Q2 2026, its #204 holding.
Atomi Financial Group first reported a position in Shell in Q3 2023 and has held it in 12 quarters since.
Atomi Financial Group's Shell position peaked at $3.49M in Q1 2026.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.