Avestar Capital’s Shell SHEL Stock Holding History

Avestar 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	$491K	Buy	6,328 +439	+7%	+$37.9K	0.03%	378
2026 Q1	$548K	Buy	5,889 +337	+6%	+$27.2K	0.04%	334
2025 Q4	$408K	Sell	5,552 -98	-2%	-$7.22K	0.03%	377
2025 Q3	$404K	Buy	5,650 +120	+2%	+$8.64K	0.03%	375
2025 Q2	$389K	Buy	+5,530	New	+$371K	0.03%	353
2025 Q1	–	Sell	-5,223	Closed	-$327K	–	535
2024 Q4	$327K	Buy	5,223 +485	+10%	+$31.8K	0.03%	367
2024 Q3	$312K	Buy	4,738 +1	+0%	+$71	0.03%	337
2024 Q2	$342K	Sell	4,737 -3,325	-41%	-$238K	0.04%	311
2024 Q1	$540K	Buy	8,062 +2,262	+39%	+$145K	0.06%	229
2023 Q4	$382K	Sell	5,800 -734	-11%	-$48.2K	0.04%	245
2023 Q3	$421K	Sell	6,534 -247	-4%	-$15.4K	0.06%	186
2023 Q2	$409K	Buy	6,781 +210	+3%	+$12.6K	0.07%	174
2023 Q1	$378K	Buy	6,571 +2,305	+54%	+$136K	0.07%	186
2022 Q4	$243K	Hold	4,266	–	–	0.04%	245
2022 Q3	$212K	Sell	4,266 -4,340	-50%	-$224K	0.05%	243
2022 Q2	$450K	Sell	8,606 -25,238	-75%	-$1.42M	0.11%	134
2022 Q1	$1.86M	Buy	+33,844	New	+$1.8M	0.3%	69

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

Avestar Capital's SHEL Position: Q2 2026 in Review

Avestar Capital increased its Shell (SHEL) stake by 7.5% in Q2 2026, buying an estimated $37.9K and bringing the position to 6,328 shares worth $491K. The position accounts for 0.03% of the portfolio, ranked #378.

Avestar Capital first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.86M in Q1 2022. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Avestar Capital held 6,328 shares of Shell worth $491K as of Q2 2026.
Avestar Capital bought 439 Shell shares in Q2 2026, an estimated $37.9K.
Shell made up 0.03% of Avestar Capital's portfolio in Q2 2026, its #378 holding.
Avestar Capital first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
Avestar Capital's Shell position peaked at $1.86M in Q1 2022.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.