Avior Wealth Management’s Shell SHEL Stock Holding History

Avior Wealth Management’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	$723K	Buy	9,320 +5,051	+118%	+$436K	0.02%	435
2026 Q1	$397K	Buy	4,269 +484	+13%	+$39.1K	0.01%	593
2025 Q4	$278K	Buy	+3,785	New	+$279K	0.01%	634
2025 Q2	–	Sell	-3,902	Closed	-$286K	–	771
2025 Q1	$286K	Sell	3,902 -5	-0.1%	-$337	0.01%	562
2024 Q4	$245K	Buy	3,907 +188	+5%	+$12.3K	0.01%	648
2024 Q3	$245K	Buy	3,719 +2,536	+214%	+$180K	0.01%	648
2024 Q2	$85.5K	Sell	1,183 -1,009	-46%	-$72.1K	﹤0.01%	912
2024 Q1	$147K	Buy	2,192 +1,077	+97%	+$69K	0.01%	800
2023 Q4	$73.4K	Buy	1,115 +6	+0.5%	+$394	﹤0.01%	666
2023 Q3	$71.4K	Buy	1,109 +6	+0.5%	+$373	﹤0.01%	693
2023 Q2	$66.6K	Buy	1,103 +145	+15%	+$8.7K	﹤0.01%	705
2023 Q1	$55.1K	Buy	958 +43	+5%	+$2.53K	﹤0.01%	745
2022 Q4	$52.1K	Buy	915 +5	+0.5%	+$276	﹤0.01%	619
2022 Q3	$45K	Buy	910 +155	+21%	+$7.99K	﹤0.01%	621
2022 Q2	$39K	Sell	755 -6	-0.8%	-$337	﹤0.01%	607
2022 Q1	$41K	Buy	+761	New	+$40.4K	﹤0.01%	626

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

Avior Wealth Management's SHEL Position: Q2 2026 in Review

Avior Wealth Management increased its Shell (SHEL) stake by 118% in Q2 2026, buying an estimated $436K and bringing the position to 9,320 shares worth $723K. The position accounts for 0.02% of the portfolio, ranked #435.

Avior Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 16 quarters since. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Avior Wealth Management held 9,320 shares of Shell worth $723K as of Q2 2026.
Avior Wealth Management bought 5,051 Shell shares in Q2 2026, an estimated $436K.
Shell made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #435 holding.
Avior Wealth Management first reported a position in Shell in Q1 2022 and has held it in 16 quarters since.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.