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Beacon Investment Advisory Services’s Shell SHEL Stock Holding History

Beacon Investment Advisory Services’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 		$88.8K Hold
1,145
– – ﹤0.01% 354
2026
Q1 		$106K Buy
+1,145
New +$92.5K ﹤0.01% 320

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 Investment Advisory Services's SHEL Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Shell (SHEL) position steady in Q2 2026 at 1,145 shares worth $88.8K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Beacon Investment Advisory Services first reported a position in SHEL in Q1 2026 and has held it in 2 quarters since. The position peaked at $106K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Beacon Investment Advisory Services held 1,145 shares of Shell worth $88.8K as of Q2 2026.
  • Beacon Investment Advisory Services left its Shell share count unchanged in Q2 2026.
  • Shell made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #354 holding.
  • Beacon Investment Advisory Services first reported a position in Shell in Q1 2026 and has held it in 2 quarters since.
  • Beacon Investment Advisory Services's Shell position peaked at $106K in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.