Avant Capital’s Shell SHEL Stock Holding History

Avant Capital’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	$523K	Hold	6,748	–	–	0.33%	50
2026 Q1	$628K	Hold	6,748	–	–	0.44%	42
2025 Q4	$496K	Hold	6,748	–	–	0.34%	49
2025 Q3	$483K	Hold	6,748	–	–	0.34%	50
2025 Q2	$475K	Hold	6,748	–	–	0.37%	45
2025 Q1	$494K	Hold	6,748	–	–	0.41%	41
2024 Q4	$423K	Buy	+6,748	New	+$442K	0.35%	45
2023 Q3	$434K	Sell	6,748 -146	-2%	-$9.09K	0.5%	37
2023 Q2	$416K	Hold	6,894	–	–	0.46%	39
2023 Q1	$397K	Hold	6,894	–	–	0.46%	37
2022 Q4	$393K	Hold	6,894	–	–	0.48%	37
2022 Q3	$343K	Hold	6,894	–	–	0.46%	40
2022 Q2	$360K	Hold	6,894	–	–	0.47%	40
2022 Q1	$379K	Buy	+6,894	New	+$366K	0.42%	43

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

Avant Capital's SHEL Position: Q2 2026 in Review

Avant Capital held its Shell (SHEL) position steady in Q2 2026 at 6,748 shares worth $523K. The position accounts for 0.33% of the portfolio, ranked #50.

Avant Capital first reported a position in SHEL in Q1 2022 and has held it in 14 quarters since. The position peaked at $628K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Avant Capital held 6,748 shares of Shell worth $523K as of Q2 2026.
Avant Capital left its Shell share count unchanged in Q2 2026.
Shell made up 0.33% of Avant Capital's portfolio in Q2 2026, its #50 holding.
Avant Capital first reported a position in Shell in Q1 2022 and has held it in 14 quarters since.
Avant Capital's Shell position peaked at $628K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Avant Capital's 13F filing for Q2 2026, filed 12 Aug 2026.