CVA Family Office’s Shell SHEL Stock Holding History

CVA Family Office’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	$28.1K	Hold	362	–	–	﹤0.01%	732
2026 Q1	$33.7K	Hold	362	–	–	﹤0.01%	682
2025 Q4	$26.6K	Sell	362 -53	-13%	-$3.9K	﹤0.01%	644
2025 Q3	$29.7K	Buy	415 +23	+6%	+$1.66K	﹤0.01%	625
2025 Q2	$27.6K	Buy	392 +30	+8%	+$2.01K	﹤0.01%	634
2025 Q1	$26.5K	Hold	362	–	–	﹤0.01%	638
2024 Q4	$22.7K	Sell	362 -15	-4%	-$983	﹤0.01%	653
2024 Q3	$24.9K	Sell	377 -656	-64%	-$46.5K	﹤0.01%	620
2024 Q2	$74.6K	Hold	1,033	–	–	0.01%	417
2024 Q1	$69.3K	Sell	1,033 -51	-5%	-$3.27K	0.01%	425
2023 Q4	$71.3K	Buy	+1,084	New	+$71.1K	0.01%	398
2023 Q3	–	Sell	-977	Closed	-$59K	–	818
2023 Q2	$59K	Buy	977 +322	+49%	+$19.3K	0.01%	410
2023 Q1	$37.7K	Sell	655 -247	-27%	-$14.5K	0.01%	488
2022 Q4	$51.4K	Buy	902 +247	+38%	+$13.6K	0.01%	410
2022 Q3	$33K	Hold	655	–	–	0.01%	451
2022 Q2	$34K	Hold	655	–	–	0.01%	442
2022 Q1	$36K	Buy	+655	New	+$34.8K	0.01%	462

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

CVA Family Office's SHEL Position: Q2 2026 in Review

CVA Family Office held its Shell (SHEL) position steady in Q2 2026 at 362 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

CVA Family Office first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $74.6K in Q2 2024. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

CVA Family Office held 362 shares of Shell worth $28.1K as of Q2 2026.
CVA Family Office left its Shell share count unchanged in Q2 2026.
Shell made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #732 holding.
CVA Family Office first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
CVA Family Office's Shell position peaked at $74.6K in Q2 2024.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.