Choice Wealth Advisors’s Shell SHEL Stock Holding History

Choice Wealth 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	$231K	Hold	2,976	–	–	0.08%	35
2026 Q1	$277K	Hold	2,976	–	–	0.11%	33
2025 Q4	$219K	Hold	2,976	–	–	0.09%	33
2025 Q3	$213K	Hold	2,976	–	–	0.09%	32
2025 Q2	$210K	Hold	2,976	–	–	0.09%	30
2025 Q1	$218K	Buy	+2,976	New	+$200K	0.11%	28
2024 Q3	–	Sell	-2,976	Closed	-$215K	–	31
2024 Q2	$215K	Buy	+2,976	New	+$213K	0.11%	28

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

Choice Wealth Advisors's SHEL Position: Q2 2026 in Review

Choice Wealth Advisors held its Shell (SHEL) position steady in Q2 2026 at 2,976 shares worth $231K. The position accounts for 0.08% of the portfolio, ranked #35.

Choice Wealth Advisors first reported a position in SHEL in Q2 2024 and has held it in 7 quarters since. The position peaked at $277K in Q1 2026. 1,524 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Choice Wealth Advisors held 2,976 shares of Shell worth $231K as of Q2 2026.
Choice Wealth Advisors left its Shell share count unchanged in Q2 2026.
Shell made up 0.08% of Choice Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Choice Wealth Advisors first reported a position in Shell in Q2 2024 and has held it in 7 quarters since.
Choice Wealth Advisors's Shell position peaked at $277K in Q1 2026.
1,524 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Choice Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.