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Creative Financial Designs’s Shell SHEL Stock Holding History

Creative Financial Designs’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 		$12.7K Sell
164
-101
-38% -$8.72K ﹤0.01% 1454
2026
Q1 		$24.6K Buy
265
+102
+63% +$8.24K ﹤0.01% 1138
2025
Q4 		$11.9K Hold
163
– – ﹤0.01% 1318
2025
Q3 		$11.6K Sell
163
-107
-40% -$7.71K ﹤0.01% 1324
2025
Q2 		$19K Sell
270
-104
-28% -$6.97K ﹤0.01% 1158
2025
Q1 		$27.4K Sell
374
-172
-32% -$11.6K ﹤0.01% 1003
2024
Q4 		$34.2K Sell
546
-11
-2% -$721 ﹤0.01% 914
2024
Q3 		$36.7K Buy
557
+4
+0.7% +$283 ﹤0.01% 877
2024
Q2 		$39.9K Buy
553
+151
+38% +$10.8K ﹤0.01% 804
2024
Q1 		$26.9K Buy
402
+4
+1% +$256 ﹤0.01% 888
2023
Q4 		$26.2K Sell
398
-100
-20% -$6.56K ﹤0.01% 844
2023
Q3 		$32K Buy
498
+5
+1% +$311 ﹤0.01% 742
2023
Q2 		$29.8K Buy
493
+5
+1% +$300 ﹤0.01% 763
2023
Q1 		$28.1K Buy
488
+5
+1% +$294 ﹤0.01% 721
2022
Q4 		$27.5K Buy
483
+4
+0.8% +$220 ﹤0.01% 692
2022
Q3 		$24K Buy
479
+5
+1% +$258 ﹤0.01% 694
2022
Q2 		$25K Sell
474
-28
-6% -$1.57K ﹤0.01% 691
2022
Q1 		$28K Buy
+502
New +$26.6K ﹤0.01% 700

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

Creative Financial Designs's SHEL Position: Q2 2026 in Review

Creative Financial Designs reduced its Shell (SHEL) stake by 38% in Q2 2026, selling an estimated $8.72K and leaving 164 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Creative Financial Designs first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $39.9K in Q2 2024. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Creative Financial Designs held 164 shares of Shell worth $12.7K as of Q2 2026.
  • Creative Financial Designs sold 101 Shell shares in Q2 2026, an estimated $8.72K.
  • Shell made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1454 holding.
  • Creative Financial Designs first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Creative Financial Designs's Shell position peaked at $39.9K in Q2 2024.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.