DecisionPoint Financial’s Shell SHEL Stock Holding History

DecisionPoint Financial’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	$16.6K	Sell	217 -11	-5%	-$950	﹤0.01%	171
2026 Q1	$21.2K	Hold	228	–	–	﹤0.01%	136
2025 Q4	$16.8K	Buy	228 +195	+591%	+$14.4K	﹤0.01%	150
2025 Q3	$2.39K	Buy	33 +22	+200%	+$1.58K	﹤0.01%	226
2025 Q2	$784	Buy	+11	New	+$737	﹤0.01%	358
2025 Q1	–	Sell	-100	Closed	-$6.26K	–	272
2024 Q4	$6.26K	Hold	100	–	–	﹤0.01%	184
2024 Q3	$6.59K	Hold	100	–	–	﹤0.01%	174
2024 Q2	$7.32K	Hold	100	–	–	﹤0.01%	171
2024 Q1	$7.33K	Buy	+100	New	+$6.41K	﹤0.01%	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

DecisionPoint Financial's SHEL Position: Q2 2026 in Review

DecisionPoint Financial reduced its Shell (SHEL) stake by 4.8% in Q2 2026, selling an estimated $950 and leaving 217 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #171.

DecisionPoint Financial first reported a position in SHEL in Q1 2024 and has held it in 9 quarters since. The position peaked at $21.2K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

DecisionPoint Financial held 217 shares of Shell worth $16.6K as of Q2 2026.
DecisionPoint Financial sold 11 Shell shares in Q2 2026, an estimated $950.
Shell made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #171 holding.
DecisionPoint Financial first reported a position in Shell in Q1 2024 and has held it in 9 quarters since.
DecisionPoint Financial's Shell position peaked at $21.2K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.