Avantax Planning Partners’s Shell SHEL Stock Holding History

Avantax Planning Partners’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	–	Sell	-2,498	Closed	-$232K	–	472
2026 Q1	$232K	Sell	2,498 -264	-10%	-$21.3K	0.01%	393
2025 Q4	$203K	Buy	+2,762	New	+$203K	0.01%	426
2025 Q2	–	Sell	-3,001	Closed	-$220K	–	461
2025 Q1	$220K	Buy	+3,001	New	+$202K	0.01%	391
2024 Q3	–	Sell	-3,208	Closed	-$232K	–	480
2024 Q2	$232K	Sell	3,208 -29	-0.9%	-$2.07K	0.01%	409
2024 Q1	$217K	Buy	+3,237	New	+$207K	0.01%	430

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

Avantax Planning Partners's SHEL Position: Q2 2026 in Review

Avantax Planning Partners sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,498 shares — an estimated $232K sold.

Avantax Planning Partners first reported a position in SHEL in Q1 2024 and held it in 5 quarters. The position peaked at $232K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Avantax Planning Partners reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Avantax Planning Partners sold 2,498 Shell shares in Q2 2026, an estimated $232K.
Avantax Planning Partners first reported a position in Shell in Q1 2024 and held it in 5 quarters.
Avantax Planning Partners's Shell position peaked at $232K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.