Covestor’s Shell SHEL Stock Holding History

Covestor’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	$4K	Sell	50 -8	-14%	-$691	﹤0.01%	1921
2026 Q1	$5K	Buy	58 +21	+57%	+$1.7K	﹤0.01%	1825
2025 Q4	$3K	Sell	37 -1	-3%	-$74	﹤0.01%	1880
2025 Q3	$3K	Sell	38 -40	-51%	-$2.88K	﹤0.01%	1897
2025 Q2	$6K	Buy	78 +69	+767%	+$4.63K	﹤0.01%	1736
2025 Q1	$1K	Buy	9 +2	+29%	+$135	﹤0.01%	2093
2024 Q4	$0	Hold	7	–	–	﹤0.01%	2684
2024 Q3	$0	Hold	7	–	–	﹤0.01%	2704
2024 Q2	$1K	Sell	7 -3	-30%	-$214	﹤0.01%	2116
2024 Q1	$1K	Hold	10	–	–	﹤0.01%	2101
2023 Q4	$1K	Sell	10 -3	-23%	-$197	﹤0.01%	2031
2023 Q3	$1K	Buy	13 +3	+30%	+$187	﹤0.01%	1992
2023 Q2	$1K	Hold	10	–	–	﹤0.01%	2016
2023 Q1	$1K	Hold	10	–	–	﹤0.01%	1893
2022 Q4	$1K	Hold	10	–	–	﹤0.01%	1925
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	1846
2022 Q2	$1K	Buy	+10	New	+$562	﹤0.01%	1791

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

Covestor's SHEL Position: Q2 2026 in Review

Covestor reduced its Shell (SHEL) stake by 14% in Q2 2026, selling an estimated $691 and leaving 50 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1921.

Covestor first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $6K in Q2 2025. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Covestor held 50 shares of Shell worth $4K as of Q2 2026.
Covestor sold 8 Shell shares in Q2 2026, an estimated $691.
Shell made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #1921 holding.
Covestor first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
Covestor's Shell position peaked at $6K in Q2 2025.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.