Coppell Advisory Solutions’s Shell SHEL Stock Holding History

Coppell Advisory Solutions’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	$1.52M	Buy	+29,095	New	+$2.51M	0.13%	145
2026 Q1	–	Sell	-20,989	Closed	-$1.55M	–	291
2025 Q4	$1.55M	Sell	20,989 -379	-2%	-$27.9K	0.15%	137
2025 Q3	$1.55M	Sell	21,368 -2,171	-9%	-$156K	0.16%	134
2025 Q2	$1.67M	Sell	23,539 -3,539	-13%	-$237K	0.2%	113
2025 Q1	$1.77M	Sell	27,078 -12,689	-32%	-$855K	0.25%	97
2024 Q4	$2.46M	Buy	39,767 +6,212	+19%	+$407K	0.34%	59
2024 Q3	$2.22M	Buy	33,555 +2,446	+8%	+$173K	0.33%	68
2024 Q2	$2.25M	Buy	+31,109	New	+$2.22M	0.37%	60
2023 Q4	$1.8M	Buy	27,359 +7,153	+35%	+$469K	0.36%	68
2023 Q3	$1.15M	Sell	20,206 -4,262	-17%	-$265K	0.4%	61
2023 Q2	$1.46M	Buy	24,468 +3,273	+15%	+$196K	0.41%	59
2023 Q1	$1.22M	Buy	21,195 +989	+5%	+$58.2K	0.4%	67
2022 Q4	$1.15M	Buy	+20,206	New	+$1.11M	0.39%	65

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

Coppell Advisory Solutions's SHEL Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Shell (SHEL) in Q2 2026: 29,095 shares worth $1.52M. The stake represents 0.13% of the portfolio and ranks #145 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in SHEL as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in SHEL in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.46M in Q4 2024. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Coppell Advisory Solutions held 29,095 shares of Shell worth $1.52M as of Q2 2026.
Shell was a new Coppell Advisory Solutions position in Q2 2026.
Shell made up 0.13% of Coppell Advisory Solutions's portfolio in Q2 2026, its #145 holding.
Coppell Advisory Solutions first reported a position in Shell in Q4 2022 and has held it in 13 quarters since.
Coppell Advisory Solutions's Shell position peaked at $2.46M in Q4 2024.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.