Bell Investment Advisors’s Shell SHEL Stock Holding History

Bell 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	$4.96K	Sell	64 -9	-12%	-$777	﹤0.01%	986
2026 Q1	$6.79K	Buy	73 +9	+14%	+$727	﹤0.01%	834
2025 Q4	$4.7K	Sell	64 -7	-10%	-$516	﹤0.01%	992
2025 Q3	$5.08K	Sell	71 -21	-23%	-$1.51K	﹤0.01%	932
2025 Q2	$6.48K	Buy	92 +28	+44%	+$1.88K	﹤0.01%	860
2025 Q1	$4.69K	Buy	64 +28	+78%	+$1.89K	﹤0.01%	942
2024 Q4	$2.26K	Sell	36 -33	-48%	-$2.16K	﹤0.01%	1285
2024 Q3	$4.55K	Hold	69	–	–	﹤0.01%	982
2024 Q2	$4.98K	Buy	69 +8	+13%	+$572	﹤0.01%	922
2024 Q1	$4.09K	Hold	61	–	–	﹤0.01%	1030
2023 Q4	$4.01K	Hold	61	–	–	﹤0.01%	987
2023 Q3	$3.93K	Hold	61	–	–	﹤0.01%	937
2023 Q2	$3.68K	Hold	61	–	–	﹤0.01%	980
2023 Q1	$3.51K	Buy	61 +33	+118%	+$1.94K	﹤0.01%	964
2022 Q4	$1.59K	Buy	28 +18	+180%	+$992	﹤0.01%	1404
2022 Q3	$0	Buy	10 +1	+11%	+$52	﹤0.01%	1930
2022 Q2	$0	Buy	+9	New	+$506	﹤0.01%	1818

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

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

Bell Investment Advisors reduced its Shell (SHEL) stake by 12% in Q2 2026, selling an estimated $777 and leaving 64 shares worth $4.96K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Bell Investment Advisors first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.79K in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Bell Investment Advisors held 64 shares of Shell worth $4.96K as of Q2 2026.
Bell Investment Advisors sold 9 Shell shares in Q2 2026, an estimated $777.
Shell made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #986 holding.
Bell Investment Advisors first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
Bell Investment Advisors's Shell position peaked at $6.79K in Q1 2026.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.