Crewe Advisors’s Shell SHEL Stock Holding History

Crewe Advisors’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	$1.05M	Sell	13,577 -548	-4%	-$47.3K	0.08%	91
2026 Q1	$1.31M	Sell	14,125 -21	-0.1%	-$1.7K	0.11%	72
2025 Q4	$1.04M	Sell	14,146 -697	-5%	-$51.3K	0.09%	78
2025 Q3	$1.06M	Buy	14,843 +21	+0.1%	+$1.51K	0.1%	75
2025 Q2	$1.04M	Sell	14,822 -723	-5%	-$48.5K	0.15%	60
2025 Q1	$1.14M	Buy	15,545 +144	+0.9%	+$9.7K	0.16%	54
2024 Q4	$965K	Hold	15,401	–	–	0.13%	55
2024 Q3	$1.02M	Hold	15,401	–	–	0.12%	56
2024 Q2	$1.11M	Buy	15,401 +118	+0.8%	+$8.43K	0.12%	67
2024 Q1	$1.02M	Buy	+15,283	New	+$979K	0.12%	68
2023 Q4	–	Sell	-13,022	Closed	-$838K	–	651
2023 Q3	$838K	Hold	13,022	–	–	0.15%	37
2023 Q2	$786K	Sell	13,022 -400	-3%	-$24K	0.11%	59
2023 Q1	$772K	Hold	13,422	–	–	0.11%	58
2022 Q4	$764K	Hold	13,422	–	–	0.12%	60
2022 Q3	$668K	Hold	13,422	–	–	0.12%	60
2022 Q2	$702K	Buy	13,422 +7,000	+109%	+$393K	0.16%	43
2022 Q1	$353K	Buy	+6,422	New	+$341K	0.07%	72

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

Crewe Advisors's SHEL Position: Q2 2026 in Review

Crewe Advisors reduced its Shell (SHEL) stake by 3.9% in Q2 2026, selling an estimated $47.3K and leaving 13,577 shares worth $1.05M. The position accounts for 0.08% of the portfolio, ranked #91.

Crewe Advisors first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.31M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Crewe Advisors held 13,577 shares of Shell worth $1.05M as of Q2 2026.
Crewe Advisors sold 548 Shell shares in Q2 2026, an estimated $47.3K.
Shell made up 0.08% of Crewe Advisors's portfolio in Q2 2026, its #91 holding.
Crewe Advisors first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
Crewe Advisors's Shell position peaked at $1.31M in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.