Diversify Advisory Services’s Shell SHEL Stock Holding History

Diversify Advisory Services’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	$951K	Buy	+11,015	New	+$951K	0.02%	650
2026 Q1	–	Sell	-5,157	Closed	-$383K	–	739
2025 Q4	$383K	Sell	5,157 -31	-0.6%	-$2.28K	0.01%	690
2025 Q3	$386K	Buy	5,188 +99	+2%	+$7.13K	0.01%	640
2025 Q2	$368K	Buy	5,089 +881	+21%	+$59.1K	0.01%	631
2025 Q1	$276K	Buy	4,208 +347	+9%	+$23.4K	0.02%	520
2024 Q4	$251K	Sell	3,861 -405	-9%	-$26.5K	0.01%	531
2024 Q3	$286K	Sell	4,266 -302	-7%	-$21.4K	0.02%	512
2024 Q2	$332K	Sell	4,568 -1,588	-26%	-$114K	0.02%	475
2024 Q1	$418K	Buy	+6,156	New	+$394K	0.02%	464

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

Diversify Advisory Services's SHEL Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Shell (SHEL) in Q2 2026: 11,015 shares worth $951K. The stake represents 0.02% of the portfolio and ranks #650 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SHEL as recently as Q4 2025.

Diversify Advisory Services first reported a position in SHEL in Q1 2024 and has held it in 9 quarters since. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Diversify Advisory Services held 11,015 shares of Shell worth $951K as of Q2 2026.
Shell was a new Diversify Advisory Services position in Q2 2026.
Shell made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #650 holding.
Diversify Advisory Services first reported a position in Shell in Q1 2024 and has held it in 9 quarters since.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.