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Aviso Financial’s Shell SHEL Stock Holding History

Aviso Financial’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 		$4.29M Buy
55,352
+1,357
+3% +$117K 0.15% 72
2026
Q1 		$5.02M Buy
53,995
+5,532
+11% +$447K 0.18% 66
2025
Q4 		$3.56M Buy
48,463
+2,132
+5% +$157K 0.14% 78
2025
Q3 		$3.31M Buy
46,331
+2,850
+7% +$205K 0.13% 84
2025
Q2 		$3.06M Buy
43,481
+2,312
+6% +$155K 0.14% 80
2025
Q1 		$3.02M Buy
41,169
+3,165
+8% +$213K 0.15% 79
2024
Q4 		$2.38M Sell
38,004
-18,604
-33% -$1.22M 0.12% 86
2024
Q3 		$3.73M Buy
56,608
+4,153
+8% +$294K 0.19% 69
2024
Q2 		$3.79M Buy
+52,455
New +$3.75M 0.21% 65

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

Aviso Financial's SHEL Position: Q2 2026 in Review

Aviso Financial increased its Shell (SHEL) stake by 2.5% in Q2 2026, buying an estimated $117K and bringing the position to 55,352 shares worth $4.29M. The position accounts for 0.15% of the portfolio, ranked #72.

Aviso Financial first reported a position in SHEL in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.02M in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Aviso Financial held 55,352 shares of Shell worth $4.29M as of Q2 2026.
  • Aviso Financial bought 1,357 Shell shares in Q2 2026, an estimated $117K.
  • Shell made up 0.15% of Aviso Financial's portfolio in Q2 2026, its #72 holding.
  • Aviso Financial first reported a position in Shell in Q2 2024 and has held it in 9 quarters since.
  • Aviso Financial's Shell position peaked at $5.02M in Q1 2026.
  • 1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.