CRA Financial Services’s Shell SHEL Stock Holding History

CRA Financial 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	$280K	Hold	3,605	–	–	0.03%	265
2026 Q1	$335K	Hold	3,605	–	–	0.04%	228
2025 Q4	$265K	Hold	3,605	–	–	0.03%	253
2025 Q3	$258K	Hold	3,605	–	–	0.04%	257
2025 Q2	$254K	Hold	3,605	–	–	0.04%	235
2025 Q1	$264K	Hold	3,605	–	–	0.05%	222
2024 Q4	$226K	Hold	3,605	–	–	0.04%	239
2024 Q3	$238K	Hold	3,605	–	–	0.04%	227
2024 Q2	$260K	Sell	3,605 -650	-15%	-$46.5K	0.05%	204
2024 Q1	$285K	Hold	4,255	–	–	0.06%	189
2023 Q4	$280K	Hold	4,255	–	–	0.07%	175
2023 Q3	$274K	Hold	4,255	–	–	0.08%	160
2023 Q2	$257K	Hold	4,255	–	–	0.07%	169
2023 Q1	$245K	Hold	4,255	–	–	0.07%	171
2022 Q4	$242K	Hold	4,255	–	–	0.08%	169
2022 Q3	$212K	Hold	4,255	–	–	0.08%	177
2022 Q2	$222K	Buy	+4,255	New	+$239K	0.08%	178

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

CRA Financial Services's SHEL Position: Q2 2026 in Review

CRA Financial Services held its Shell (SHEL) position steady in Q2 2026 at 3,605 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #265.

CRA Financial Services first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $335K in Q1 2026. 1,524 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

CRA Financial Services held 3,605 shares of Shell worth $280K as of Q2 2026.
CRA Financial Services left its Shell share count unchanged in Q2 2026.
Shell made up 0.03% of CRA Financial Services's portfolio in Q2 2026, its #265 holding.
CRA Financial Services first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
CRA Financial Services's Shell position peaked at $335K in Q1 2026.
1,524 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.