Beaumont Financial Advisors’s Shell SHEL Stock Holding History

Beaumont Financial 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	$442K	Buy	5,700 +270	+5%	+$23.3K	0.03%	256
2026 Q1	$505K	Sell	5,430 -190	-3%	-$15.4K	0.03%	234
2025 Q4	$413K	Buy	5,620 +231	+4%	+$17K	0.03%	256
2025 Q3	$386K	Buy	5,389 +41	+0.8%	+$2.95K	0.03%	276
2025 Q2	$377K	Buy	5,348 +41	+0.8%	+$2.75K	0.03%	264
2025 Q1	$389K	Buy	5,307 +21	+0.4%	+$1.42K	0.03%	258
2024 Q4	$331K	Buy	5,286 +38	+0.7%	+$2.49K	0.02%	278
2024 Q3	$346K	Buy	+5,248	New	+$372K	0.03%	254

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Beaumont Financial Advisors's SHEL Position: Q2 2026 in Review

Beaumont Financial Advisors increased its Shell (SHEL) stake by 5% in Q2 2026, buying an estimated $23.3K and bringing the position to 5,700 shares worth $442K. The position accounts for 0.03% of the portfolio, ranked #256.

Beaumont Financial Advisors first reported a position in SHEL in Q3 2024 and has held it in 8 quarters since. The position peaked at $505K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Beaumont Financial Advisors held 5,700 shares of Shell worth $442K as of Q2 2026.
Beaumont Financial Advisors bought 270 Shell shares in Q2 2026, an estimated $23.3K.
Shell made up 0.03% of Beaumont Financial Advisors's portfolio in Q2 2026, its #256 holding.
Beaumont Financial Advisors first reported a position in Shell in Q3 2024 and has held it in 8 quarters since.
Beaumont Financial Advisors's Shell position peaked at $505K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.