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Barry Investment Advisors’s Shell SHEL Stock Holding History

Barry Investment 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 		$1.51M Sell
19,369
-470
-2% -$40.6K 0.32% 39
2026
Q1 		$1.85M Sell
19,839
-34
-0.2% -$2.75K 0.41% 38
2025
Q4 		$1.46M Sell
19,873
-441
-2% -$32.5K 0.33% 40
2025
Q3 		$1.45M Sell
20,314
-144
-0.7% -$10.4K 0.33% 46
2025
Q2 		$1.44M Sell
20,458
-102
-0.5% -$6.84K 0.36% 46
2025
Q1 		$1.51M Buy
20,560
+226
+1% +$15.2K 0.4% 39
2024
Q4 		$1.27M Sell
20,334
-215
-1% -$14.1K 0.41% 39
2024
Q3 		$1.36M Sell
20,549
-465
-2% -$32.9K 0.41% 39
2024
Q2 		$1.52M Sell
21,014
-441
-2% -$31.5K 0.51% 35
2024
Q1 		$1.44M Sell
21,455
-25
-0.1% -$1.6K 0.48% 38
2023
Q4 		$1.41M Sell
21,480
-2,419
-10% -$159K 0.48% 39
2023
Q3 		$1.54M Sell
23,899
-159
-0.7% -$9.9K 0.55% 38
2023
Q2 		$1.45M Sell
24,058
-309
-1% -$18.5K 0.49% 41
2023
Q1 		$1.4M Sell
24,367
-1,208
-5% -$71.1K 0.46% 40
2022
Q4 		$1.46M Sell
25,575
-1,631
-6% -$89.9K 0.46% 40
2022
Q3 		$1.35M Sell
27,206
-935
-3% -$48.2K 0.46% 40
2022
Q2 		$1.47M Buy
28,141
+151
+0.5% +$8.48K 0.44% 41
2022
Q1 		$1.54M Buy
+27,990
New +$1.49M 0.41% 41

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

Barry Investment Advisors's SHEL Position: Q2 2026 in Review

Barry Investment Advisors reduced its Shell (SHEL) stake by 2.4% in Q2 2026, selling an estimated $40.6K and leaving 19,369 shares worth $1.51M. The position accounts for 0.32% of the portfolio, ranked #39.

Barry Investment Advisors first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.85M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Barry Investment Advisors held 19,369 shares of Shell worth $1.51M as of Q2 2026.
  • Barry Investment Advisors sold 470 Shell shares in Q2 2026, an estimated $40.6K.
  • Shell made up 0.32% of Barry Investment Advisors's portfolio in Q2 2026, its #39 holding.
  • Barry Investment Advisors first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Barry Investment Advisors's Shell position peaked at $1.85M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.