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Cantor Fitzgerald Investment Advisors’s Shell SHEL Stock Holding History

Cantor Fitzgerald 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 		$7.66M Buy
98,748
+1,090
+1% +$94.1K 0.52% 64
2026
Q1 		$9.08M Sell
97,658
-144,439
-60% -$11.7M 0.67% 58
2025
Q4 		$17.8M Sell
242,097
-46,142
-16% -$3.4M 1.32% 18
2025
Q3 		$20.6M Buy
288,239
+629
+0.2% +$45.3K 1.4% 16
2025
Q2 		$20.3M Sell
287,610
-606
-0.2% -$40.6K 1.43% 16
2025
Q1 		$21.1M Sell
288,216
-43,244
-13% -$2.91M 1.54% 13
2024
Q4 		$20.8M Buy
331,460
+2,453
+0.7% +$161K 1.44% 16
2024
Q3 		$21.7M Buy
329,007
+87
+0% +$6.16K 1.48% 15
2024
Q2 		$23.7M Sell
328,920
-7,138
-2% -$510K 1.83% 7
2024
Q1 		$22.5M Sell
336,058
-7,837
-2% -$502K 1.67% 15
2023
Q4 		$22.6M Buy
+343,895
New +$22.6M 1.75% 13
2022
Q1 		$25.7M Buy
+468,714
New +$24.9M 1.15% 23

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WD
WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors's SHEL Position: Q2 2026 in Review

Cantor Fitzgerald Investment Advisors increased its Shell (SHEL) stake by 1.1% in Q2 2026, buying an estimated $94.1K and bringing the position to 98,748 shares worth $7.66M. The position accounts for 0.52% of the portfolio, ranked #64.

Cantor Fitzgerald Investment Advisors first reported a position in SHEL in Q1 2022 and has held it in 12 quarters since. The position peaked at $25.7M in Q1 2022. 950 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Cantor Fitzgerald Investment Advisors held 98,748 shares of Shell worth $7.66M as of Q2 2026.
  • Cantor Fitzgerald Investment Advisors bought 1,090 Shell shares in Q2 2026, an estimated $94.1K.
  • Shell made up 0.52% of Cantor Fitzgerald Investment Advisors's portfolio in Q2 2026, its #64 holding.
  • Cantor Fitzgerald Investment Advisors first reported a position in Shell in Q1 2022 and has held it in 12 quarters since.
  • Cantor Fitzgerald Investment Advisors's Shell position peaked at $25.7M in Q1 2022.
  • 950 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Cantor Fitzgerald Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.