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Continuum Advisory’s Shell SHEL Stock Holding History

Continuum Advisory’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 		$34.5K Buy
+445
New +$38.4K ﹤0.01% 892
2025
Q2 		– Sell
-767
Closed -$56.2K – 1368
2025
Q1 		$56.2K Buy
767
+438
+133% +$29.5K 0.01% 643
2024
Q4 		$20.6K Sell
329
-120
-27% -$7.86K ﹤0.01% 847
2024
Q3 		$29.5K Sell
449
-181
-29% -$12.8K ﹤0.01% 756
2024
Q2 		$45.5K Sell
630
-76
-11% -$5.43K 0.01% 624
2024
Q1 		$52K Buy
+706
New +$45.2K 0.01% 594

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

Continuum Advisory's SHEL Position: Q2 2026 in Review

Continuum Advisory opened a new position in Shell (SHEL) in Q2 2026: 445 shares worth $34.5K. The stake represents ﹤0.01% of the portfolio and ranks #892 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in SHEL as recently as Q1 2025.

Continuum Advisory first reported a position in SHEL in Q1 2024 and has held it in 6 quarters since. The position peaked at $56.2K in Q1 2025. 1,531 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Continuum Advisory held 445 shares of Shell worth $34.5K as of Q2 2026.
  • Shell was a new Continuum Advisory position in Q2 2026.
  • Shell made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #892 holding.
  • Continuum Advisory first reported a position in Shell in Q1 2024 and has held it in 6 quarters since.
  • Continuum Advisory's Shell position peaked at $56.2K in Q1 2025.
  • 1,531 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.