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Clearstead Advisors’s Shell SHEL Stock Holding History

Clearstead 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 		$2.7M Sell
34,788
-4,892
-12% -$422K 0.03% 338
2026
Q1 		$3.69M Buy
39,680
+16,675
+72% +$1.35M 0.03% 271
2025
Q4 		$1.69M Buy
23,005
+1,770
+8% +$130K 0.02% 360
2025
Q3 		$1.52M Sell
21,235
-190
-0.9% -$13.7K 0.02% 366
2025
Q2 		$1.51M Sell
21,425
-216
-1% -$14.5K 0.02% 366
2025
Q1 		$1.59M Sell
21,641
-1,373
-6% -$92.5K 0.02% 340
2024
Q4 		$1.44M Buy
23,014
+549
+2% +$36K 0.02% 345
2024
Q3 		$1.48M Sell
22,465
-268
-1% -$19K 0.02% 345
2024
Q2 		$1.64M Buy
22,733
+5,103
+29% +$365K 0.03% 304
2024
Q1 		$1.31M Buy
17,630
+236
+1% +$15.1K 0.06% 194
2023
Q4 		$1.14M Buy
17,394
+407
+2% +$26.7K 0.06% 207
2023
Q3 		$1.09M Buy
16,987
+2,042
+14% +$127K 0.07% 194
2023
Q2 		$902K Buy
14,945
+1,277
+9% +$76.6K 0.05% 217
2023
Q1 		$786K Buy
13,668
+36
+0.3% +$2.12K 0.06% 198
2022
Q4 		$776K Buy
13,632
+100
+0.7% +$5.51K 0.06% 196
2022
Q3 		$673K Buy
13,532
+41
+0.3% +$2.11K 0.06% 193
2022
Q2 		$705K Sell
13,491
-22
-0.2% -$1.24K 0.05% 208
2022
Q1 		$742K Buy
+13,513
New +$717K 0.05% 218

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

Clearstead Advisors's SHEL Position: Q2 2026 in Review

Clearstead Advisors reduced its Shell (SHEL) stake by 12% in Q2 2026, selling an estimated $422K and leaving 34,788 shares worth $2.7M. The position accounts for 0.03% of the portfolio, ranked #338.

Clearstead Advisors first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.69M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Clearstead Advisors held 34,788 shares of Shell worth $2.7M as of Q2 2026.
  • Clearstead Advisors sold 4,892 Shell shares in Q2 2026, an estimated $422K.
  • Shell made up 0.03% of Clearstead Advisors's portfolio in Q2 2026, its #338 holding.
  • Clearstead Advisors first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Clearstead Advisors's Shell position peaked at $3.69M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.