DHJJ Financial Advisors’s Shell SHEL Stock Holding History

DHJJ Financial 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	$8.84K	Hold	114	–	–	﹤0.01%	624
2026 Q1	$10.6K	Hold	114	–	–	﹤0.01%	602
2025 Q4	$8.38K	Hold	114	–	–	﹤0.01%	591
2025 Q3	$8.15K	Buy	114 +24	+27%	+$1.73K	﹤0.01%	573
2025 Q2	$6.34K	Hold	90	–	–	﹤0.01%	584
2025 Q1	$6.6K	Hold	90	–	–	﹤0.01%	545
2024 Q4	$5.64K	Hold	90	–	–	﹤0.01%	543
2024 Q3	$5.94K	Hold	90	–	–	﹤0.01%	533
2024 Q2	$6.5K	Hold	90	–	–	﹤0.01%	494
2024 Q1	$6.03K	Hold	90	–	–	﹤0.01%	487
2023 Q4	$5.92K	Hold	90	–	–	﹤0.01%	482
2023 Q3	$5.79K	Buy	+90	New	+$5.6K	﹤0.01%	479

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

DHJJ Financial Advisors's SHEL Position: Q2 2026 in Review

DHJJ Financial Advisors held its Shell (SHEL) position steady in Q2 2026 at 114 shares worth $8.84K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

DHJJ Financial Advisors first reported a position in SHEL in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.6K in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

DHJJ Financial Advisors held 114 shares of Shell worth $8.84K as of Q2 2026.
DHJJ Financial Advisors left its Shell share count unchanged in Q2 2026.
Shell made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #624 holding.
DHJJ Financial Advisors first reported a position in Shell in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Shell position peaked at $10.6K in Q1 2026.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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