AWE
SHEL icon

Avidian Wealth Enterprises’s Shell SHEL Stock Holding History

Avidian Wealth Enterprises’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 		$1.71M Sell
22,017
-1,676
-7% -$145K 0.05% 240
2026
Q1 		$2.2M Buy
23,693
+527
+2% +$42.6K 0.07% 180
2025
Q4 		$1.7M Buy
23,166
+14
+0.1% +$1.03K 0.06% 162
2025
Q3 		$1.66M Sell
23,152
-767
-3% -$55.2K 0.06% 163
2025
Q2 		$1.68M Buy
23,919
+464
+2% +$31.1K 0.07% 149
2025
Q1 		$1.72M Buy
23,455
+1,712
+8% +$115K 0.08% 136
2024
Q4 		$1.36M Sell
21,743
-5,575
-20% -$365K 0.06% 152
2024
Q3 		$1.8M Sell
27,318
-103
-0.4% -$7.29K 0.08% 132
2024
Q2 		$1.98M Buy
27,421
+1,535
+6% +$110K 0.08% 118
2024
Q1 		$1.74M Buy
25,886
+2,465
+11% +$158K 0.08% 122
2023
Q4 		$1.54M Buy
23,421
+1,281
+6% +$84.1K 0.09% 129
2023
Q3 		$1.43M Sell
22,140
-4,255
-16% -$265K 0.1% 127
2023
Q2 		$1.59M Sell
26,395
-13,757
-34% -$826K 0.1% 132
2023
Q1 		$2.31M Buy
40,152
+6,548
+19% +$385K 0.13% 133
2022
Q4 		$1.91M Buy
33,604
+5,957
+22% +$328K 0.12% 124
2022
Q3 		$1.38M Buy
27,647
+475
+2% +$24.5K 0.1% 126
2022
Q2 		$1.42M Buy
27,172
+6,259
+30% +$352K 0.1% 132
2022
Q1 		$1.15M Buy
+20,913
New +$1.11M 0.07% 175

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

Avidian Wealth Enterprises's SHEL Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Shell (SHEL) stake by 7.1% in Q2 2026, selling an estimated $145K and leaving 22,017 shares worth $1.71M. The position accounts for 0.05% of the portfolio, ranked #240.

Avidian Wealth Enterprises first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.31M in Q1 2023. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Avidian Wealth Enterprises held 22,017 shares of Shell worth $1.71M as of Q2 2026.
  • Avidian Wealth Enterprises sold 1,676 Shell shares in Q2 2026, an estimated $145K.
  • Shell made up 0.05% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #240 holding.
  • Avidian Wealth Enterprises first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Avidian Wealth Enterprises's Shell position peaked at $2.31M in Q1 2023.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.