Brown Financial Advisors’s Shell SHEL Stock Holding History

Brown 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	$277K	Sell	3,567 -82	-2%	-$7.08K	0.1%	179
2026 Q1	$339K	Buy	+3,649	New	+$295K	0.13%	137
2024 Q3	–	Sell	-23	Closed	-$1.66K	–	202
2024 Q2	$1.66K	Buy	+23	New	+$1.64K	﹤0.01%	199

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

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

Brown Financial Advisors reduced its Shell (SHEL) stake by 2.2% in Q2 2026, selling an estimated $7.08K and leaving 3,567 shares worth $277K. The position accounts for 0.1% of the portfolio, ranked #179.

Brown Financial Advisors first reported a position in SHEL in Q2 2024 and has held it in 3 quarters since. The position peaked at $339K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Brown Financial Advisors held 3,567 shares of Shell worth $277K as of Q2 2026.
Brown Financial Advisors sold 82 Shell shares in Q2 2026, an estimated $7.08K.
Shell made up 0.1% of Brown Financial Advisors's portfolio in Q2 2026, its #179 holding.
Brown Financial Advisors first reported a position in Shell in Q2 2024 and has held it in 3 quarters since.
Brown Financial Advisors's Shell position peaked at $339K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.