Avantax Advisory Services’s Shell SHEL Stock Holding History

Avantax Advisory Services’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
2025 Q2	$8.89M	Buy	126,300 +4,690	+4%	+$314K	0.05%	299
2025 Q1	$8.91M	Sell	121,610 -17,833	-13%	-$1.2M	0.05%	272
2024 Q4	$8.74M	Sell	139,443 -783	-0.6%	-$51.3K	0.05%	264
2024 Q3	$9.25M	Sell	140,226 -4,885	-3%	-$346K	0.06%	234
2024 Q2	$10.5M	Buy	145,111 +37,148	+34%	+$2.66M	0.07%	196
2024 Q1	$7.24M	Sell	107,963 -4,905	-4%	-$314K	0.06%	233
2023 Q4	$7.43M	Sell	112,868 -20,677	-15%	-$1.36M	0.07%	207
2023 Q3	$8.6M	Sell	133,545 -46,057	-26%	-$2.87M	0.1%	167
2023 Q2	$10.8M	Sell	179,602 -9,385	-5%	-$563K	0.12%	137
2023 Q1	$10.9M	Sell	188,987 -601	-0.3%	-$35.4K	0.13%	134
2022 Q4	$10.8M	Sell	189,588 -2,422	-1%	-$134K	0.14%	122
2022 Q3	$9.55M	Sell	192,010 -6,581	-3%	-$339K	0.15%	110
2022 Q2	$10.4M	Sell	198,591 -1,930	-1%	-$108K	0.16%	98
2022 Q1	$11M	Buy	+200,521	New	+$10.6M	0.15%	104

Other funds holding SHEL

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

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

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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

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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Avantax Advisory Services's SHEL Position: Q2 2025 in Review

Avantax Advisory Services increased its Shell (SHEL) stake by 3.9% in Q2 2025, buying an estimated $314K and bringing the position to 126,300 shares worth $8.89M. The position accounts for 0.05% of the portfolio, ranked #299.

Avantax Advisory Services first reported a position in SHEL in Q1 2022 and has held it in 14 quarters since. The position peaked at $11M in Q1 2022. 1,393 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

Avantax Advisory Services held 126,300 shares of Shell worth $8.89M as of Q2 2025.
Avantax Advisory Services bought 4,690 Shell shares in Q2 2025, an estimated $314K.
Shell made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #299 holding.
Avantax Advisory Services first reported a position in Shell in Q1 2022 and has held it in 14 quarters since.
Avantax Advisory Services's Shell position peaked at $11M in Q1 2022.
1,393 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.