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Aventura Private Wealth’s Shell SHEL Stock Holding History

Aventura Private Wealth’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 		$7.68K Buy
99
+25
+34% +$2.16K ﹤0.01% 636
2026
Q1 		$6.88K Hold
74
– – ﹤0.01% 598
2025
Q4 		$5.44K Hold
74
– – ﹤0.01% 594
2025
Q3 		$5.29K Hold
74
– – ﹤0.01% 583
2025
Q2 		$5.21K Buy
74
+58
+363% +$3.89K ﹤0.01% 539
2025
Q1 		$1.17K Hold
16
– – ﹤0.01% 648
2024
Q4 		$1K Buy
+16
New +$1.05K ﹤0.01% 641

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Aventura Private Wealth's SHEL Position: Q2 2026 in Review

Aventura Private Wealth increased its Shell (SHEL) stake by 34% in Q2 2026, buying an estimated $2.16K and bringing the position to 99 shares worth $7.68K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Aventura Private Wealth first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Aventura Private Wealth held 99 shares of Shell worth $7.68K as of Q2 2026.
  • Aventura Private Wealth bought 25 Shell shares in Q2 2026, an estimated $2.16K.
  • Shell made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #636 holding.
  • Aventura Private Wealth first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.