Commonwealth Equity Services’s Shell SHEL Stock Holding History

Commonwealth Equity Services’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	$20.5M	Buy	263,974 +2,549	+1%	+$220K	0.03%	585
2026 Q1	$24.3M	Buy	261,425 +15,006	+6%	+$1.21M	0.03%	496
2025 Q4	$18.1M	Sell	246,419 -44,150	-15%	-$3.25M	0.02%	601
2025 Q3	$20.8M	Sell	290,569 -49,503	-15%	-$3.56M	0.03%	561
2025 Q2	$23.9M	Sell	340,072 -41,055	-11%	-$2.75M	0.03%	516
2025 Q1	$27.9M	Buy	381,127 +13,111	+4%	+$883K	0.04%	432
2024 Q4	$23.1M	Sell	368,016 -79,038	-18%	-$5.18M	0.03%	480
2024 Q3	$29.5M	Buy	447,054 +17,894	+4%	+$1.27M	0.04%	403
2024 Q2	$31M	Sell	429,160 -32,136	-7%	-$2.3M	0.05%	364
2024 Q1	$30.9M	Buy	461,296 +96,953	+27%	+$6.21M	0.05%	360
2023 Q4	$24M	Buy	364,343 +30,760	+9%	+$2.02M	0.04%	402
2023 Q3	$21.5M	Buy	333,583 +26,960	+9%	+$1.68M	0.04%	388
2023 Q2	$18.5M	Buy	306,623 +11,710	+4%	+$703K	0.04%	444
2023 Q1	$17M	Buy	294,913 +8,783	+3%	+$517K	0.04%	448
2022 Q4	$16.3M	Sell	286,130 -44,350	-13%	-$2.44M	0.04%	430
2022 Q3	$16.4M	Buy	330,480 +6,363	+2%	+$328K	0.04%	394
2022 Q2	$16.9M	Buy	324,117 +4,837	+2%	+$272K	0.04%	381
2022 Q1	$17.5M	Buy	+319,280	New	+$17M	0.04%	415

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

Commonwealth Equity Services's SHEL Position: Q2 2026 in Review

Commonwealth Equity Services increased its Shell (SHEL) stake by 0.98% in Q2 2026, buying an estimated $220K and bringing the position to 263,974 shares worth $20.5M. The position accounts for 0.03% of the portfolio, ranked #585.

Commonwealth Equity Services first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $31M in Q2 2024. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Commonwealth Equity Services held 263,974 shares of Shell worth $20.5M as of Q2 2026.
Commonwealth Equity Services bought 2,549 Shell shares in Q2 2026, an estimated $220K.
Shell made up 0.03% of Commonwealth Equity Services's portfolio in Q2 2026, its #585 holding.
Commonwealth Equity Services first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Commonwealth Equity Services's Shell position peaked at $31M in Q2 2024.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.