Creative Planning’s Shell SHEL Stock Holding History

Creative Planning’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	$40.5M	Buy	522,270 +66,658	+15%	+$5.75M	0.02%	281
2026 Q1	$42.4M	Buy	455,612 +32,780	+8%	+$2.65M	0.03%	245
2025 Q4	$31.1M	Buy	422,832 +38,647	+10%	+$2.85M	0.02%	283
2025 Q3	$27.5M	Buy	384,185 +30,535	+9%	+$2.2M	0.02%	293
2025 Q2	$24.9M	Buy	353,650 +10,883	+3%	+$729K	0.02%	293
2025 Q1	$25.1M	Buy	342,767 +37,040	+12%	+$2.5M	0.02%	274
2024 Q4	$19.2M	Sell	305,727 -764	-0.2%	-$50.1K	0.02%	306
2024 Q3	$20.2M	Buy	306,491 +13,904	+5%	+$985K	0.02%	281
2024 Q2	$21.1M	Buy	292,587 +29,677	+11%	+$2.12M	0.02%	256
2024 Q1	$17.6M	Buy	262,910 +18,086	+7%	+$1.16M	0.02%	293
2023 Q4	$16.1M	Sell	244,824 -14,590	-6%	-$957K	0.03%	285
2023 Q3	$16.7M	Buy	259,414 +75,857	+41%	+$4.72M	0.02%	265
2023 Q2	$11.1M	Buy	183,557 +50,614	+38%	+$3.04M	0.01%	328
2023 Q1	$7.65M	Sell	132,943 -14,336	-10%	-$843K	0.01%	396
2022 Q4	$8.39M	Buy	147,279 +11,267	+8%	+$621K	0.01%	372
2022 Q3	$6.77M	Buy	136,012 +20,118	+17%	+$1.04M	0.01%	381
2022 Q2	$6.06M	Buy	115,894 +28,861	+33%	+$1.62M	0.01%	413
2022 Q1	$4.78M	Buy	+87,033	New	+$4.62M	0.01%	461

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

Creative Planning's SHEL Position: Q2 2026 in Review

Creative Planning increased its Shell (SHEL) stake by 15% in Q2 2026, buying an estimated $5.75M and bringing the position to 522,270 shares worth $40.5M. The position accounts for 0.02% of the portfolio, ranked #281.

Creative Planning first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $42.4M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Creative Planning held 522,270 shares of Shell worth $40.5M as of Q2 2026.
Creative Planning bought 66,658 Shell shares in Q2 2026, an estimated $5.75M.
Shell made up 0.02% of Creative Planning's portfolio in Q2 2026, its #281 holding.
Creative Planning first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Creative Planning's Shell position peaked at $42.4M in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.