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B. Riley Wealth Advisors’s Shell SHEL Stock Holding History

B. Riley Wealth Advisors’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 		$816K Sell
10,614
-372
-3% -$32.1K 0.04% 350
2026
Q1 		$1.02M Sell
10,986
-326
-3% -$26.3K 0.06% 287
2025
Q4 		$831K Buy
11,312
+81
+0.7% +$5.97K 0.04% 385
2025
Q3 		$803K Sell
11,231
-3,097
-22% -$223K 0.04% 390
2025
Q2 		$1.01M Sell
14,328
-1,712
-11% -$115K 0.05% 353
2025
Q1 		$1.18M Sell
16,040
-2,278
-12% -$153K 0.03% 453
2024
Q4 		$1.15M Sell
18,318
-1,113
-6% -$72.9K 0.04% 412
2024
Q3 		$1.31M Sell
19,431
-3,793
-16% -$269K 0.04% 431
2024
Q2 		$1.68M Sell
23,224
-7,675
-25% -$549K 0.04% 388
2024
Q1 		$1.99M Buy
30,899
+4,364
+16% +$280K 0.05% 359
2023
Q4 		$1.75M Sell
26,535
-4,364
-14% -$286K 0.05% 389
2023
Q3 		$1.99M Buy
30,899
+3,192
+12% +$199K 0.05% 359
2023
Q2 		$1.67M Buy
27,707
+154
+0.6% +$9.24K 0.04% 416
2023
Q1 		$1.59M Buy
27,553
+3,679
+15% +$216K 0.04% 413
2022
Q4 		$1.36M Buy
23,874
+811
+4% +$44.7K 0.04% 444
2022
Q3 		$1.15M Buy
23,063
+9,525
+70% +$491K 0.03% 465
2022
Q2 		$709K Sell
13,538
-2,541
-16% -$143K 0.03% 519
2022
Q1 		$885K Buy
+16,079
New +$854K 0.03% 530

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

B. Riley Wealth Advisors's SHEL Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Shell (SHEL) stake by 3.4% in Q2 2026, selling an estimated $32.1K and leaving 10,614 shares worth $816K. The position accounts for 0.04% of the portfolio, ranked #350.

B. Riley Wealth Advisors first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.99M in Q1 2024. 1,531 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • B. Riley Wealth Advisors held 10,614 shares of Shell worth $816K as of Q2 2026.
  • B. Riley Wealth Advisors sold 372 Shell shares in Q2 2026, an estimated $32.1K.
  • Shell made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #350 holding.
  • B. Riley Wealth Advisors first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • B. Riley Wealth Advisors's Shell position peaked at $1.99M in Q1 2024.
  • 1,531 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.