Cetera Investment Advisers
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Cetera Investment Advisers’s Shell SHEL Stock Holding History

Cetera Investment Advisers’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 		$27.6M Sell
355,545
-1,843
-0.5% -$159K 0.03% 607
2026
Q1 		$33.2M Buy
357,388
+15,467
+5% +$1.25M 0.04% 494
2025
Q4 		$25.1M Buy
341,921
+19,461
+6% +$1.43M 0.03% 566
2025
Q3 		$23.1M Buy
322,460
+147,345
+84% +$10.6M 0.03% 588
2025
Q2 		$12.3M Sell
175,115
-4,045
-2% -$271K 0.02% 714
2025
Q1 		$13.1M Sell
179,160
-8,329
-4% -$561K 0.03% 634
2024
Q4 		$11.7M Buy
187,489
+18,317
+11% +$1.2M 0.02% 648
2024
Q3 		$11.2M Sell
169,172
-2,837
-2% -$201K 0.02% 657
2024
Q2 		$12.4M Sell
172,009
-4,301
-2% -$307K 0.03% 585
2024
Q1 		$11.8M Buy
176,310
+127,521
+261% +$8.17M 0.03% 607
2023
Q4 		$3.21M Sell
48,789
-7,621
-14% -$500K 0.03% 602
2023
Q3 		$3.63M Buy
56,410
+1,372
+2% +$85.4K 0.03% 524
2023
Q2 		$3.32M Sell
55,038
-2,943
-5% -$177K 0.03% 568
2023
Q1 		$3.34M Buy
57,981
+204
+0.4% +$12K 0.03% 527
2022
Q4 		$3.29M Buy
57,777
+13,645
+31% +$752K 0.03% 512
2022
Q3 		$2.2M Sell
44,132
-3,166
-7% -$163K 0.04% 424
2022
Q2 		$2.47M Buy
47,298
+163
+0.3% +$9.16K 0.04% 454
2022
Q1 		$2.59M Buy
+47,135
New +$2.5M 0.04% 469

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

Cetera Investment Advisers's SHEL Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Shell (SHEL) stake by 0.52% in Q2 2026, selling an estimated $159K and leaving 355,545 shares worth $27.6M. The position accounts for 0.03% of the portfolio, ranked #607.

Cetera Investment Advisers first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $33.2M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Cetera Investment Advisers held 355,545 shares of Shell worth $27.6M as of Q2 2026.
  • Cetera Investment Advisers sold 1,843 Shell shares in Q2 2026, an estimated $159K.
  • Shell made up 0.03% of Cetera Investment Advisers's portfolio in Q2 2026, its #607 holding.
  • Cetera Investment Advisers first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Cetera Investment Advisers's Shell position peaked at $33.2M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.