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Beacon Pointe Advisors’s Shell SHEL Stock Holding History

Beacon Pointe 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 		$3.36M Sell
43,299
-7,365
-15% -$636K 0.02% 609
2026
Q1 		$4.71M Buy
50,664
+18,939
+60% +$1.53M 0.02% 489
2025
Q4 		$2.33M Buy
31,725
+6,449
+26% +$475K 0.02% 560
2025
Q3 		$1.81M Sell
25,276
-10,169
-29% -$732K 0.02% 571
2025
Q2 		$2.5M Buy
35,445
+399
+1% +$26.7K 0.03% 440
2025
Q1 		$2.57M Buy
35,046
+1,142
+3% +$76.9K 0.03% 413
2024
Q4 		$2.12M Sell
33,904
-2,752
-8% -$180K 0.02% 444
2024
Q3 		$2.42M Sell
36,656
-869
-2% -$61.5K 0.03% 430
2024
Q2 		$2.71M Sell
37,525
-387
-1% -$27.7K 0.03% 416
2024
Q1 		$2.54M Buy
37,912
+217
+0.6% +$13.9K 0.03% 439
2023
Q4 		$2.48M Sell
37,695
-7,609
-17% -$499K 0.03% 430
2023
Q3 		$2.92M Buy
45,304
+25,427
+128% +$1.58M 0.04% 378
2023
Q2 		$1.2M Sell
19,877
-7,342
-27% -$441K 0.02% 484
2023
Q1 		$1.57M Buy
27,219
+7,442
+38% +$438K 0.03% 446
2022
Q4 		$1.13M Buy
19,777
+3,164
+19% +$174K 0.02% 480
2022
Q3 		$826K Sell
16,613
-3,030
-15% -$156K 0.02% 510
2022
Q2 		$1.03M Buy
+19,643
New +$1.1M 0.02% 461

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 Pointe Advisors's SHEL Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Shell (SHEL) stake by 15% in Q2 2026, selling an estimated $636K and leaving 43,299 shares worth $3.36M. The position accounts for 0.02% of the portfolio, ranked #609.

Beacon Pointe Advisors first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.71M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Beacon Pointe Advisors held 43,299 shares of Shell worth $3.36M as of Q2 2026.
  • Beacon Pointe Advisors sold 7,365 Shell shares in Q2 2026, an estimated $636K.
  • Shell made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #609 holding.
  • Beacon Pointe Advisors first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
  • Beacon Pointe Advisors's Shell position peaked at $4.71M in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.