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Beacon Financial Advisory’s Shell SHEL Stock Holding History

Beacon Financial Advisory’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 		– Sell
-2,415
Closed -$225K – 434
2026
Q1 		$225K Buy
+2,415
New +$195K 0.05% 372
2025
Q2 		– Sell
-3,948
Closed -$289K – 366
2025
Q1 		$289K Buy
3,948
+21
+0.5% +$1.42K 0.09% 250
2024
Q4 		$246K Buy
3,927
+36
+0.9% +$2.36K 0.08% 258
2024
Q3 		$257K Sell
3,891
-39
-1% -$2.76K 0.09% 247
2024
Q2 		$284K Buy
3,930
+146
+4% +$10.4K 0.11% 221
2024
Q1 		$254K Buy
3,784
+109
+3% +$6.99K 0.12% 201
2023
Q4 		$242K Buy
3,675
+261
+8% +$17.1K 0.12% 215
2023
Q3 		$220K Hold
3,414
– – 0.12% 203
2023
Q2 		$206K Buy
+3,414
New +$205K 0.12% 206

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

Beacon Financial Advisory's SHEL Position: Q2 2026 in Review

Beacon Financial Advisory sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,415 shares — an estimated $225K sold.

Beacon Financial Advisory first reported a position in SHEL in Q2 2023 and held it in 9 quarters. The position peaked at $289K in Q1 2025. 1,531 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Beacon Financial Advisory reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
  • Beacon Financial Advisory sold 2,415 Shell shares in Q2 2026, an estimated $225K.
  • Beacon Financial Advisory first reported a position in Shell in Q2 2023 and held it in 9 quarters.
  • Beacon Financial Advisory's Shell position peaked at $289K in Q1 2025.
  • 1,531 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.