Elevated Capital Advisors’s Shell SHEL Stock Holding History

Elevated Capital 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	$456K	Hold	5,881	–	–	0.13%	136
2026 Q1	$547K	Hold	5,881	–	–	0.14%	167
2025 Q4	$432K	Buy	5,881 +22	+0.4%	+$1.62K	0.1%	211
2025 Q3	$419K	Sell	5,859 -640	-10%	-$46.1K	0.1%	214
2025 Q2	$476K	Hold	6,499	–	–	0.13%	193
2025 Q1	$476K	Sell	6,499 -2,207	-25%	-$149K	0.13%	193
2024 Q4	$545K	Sell	8,706 -553	-6%	-$36.2K	0.15%	186
2024 Q3	$611K	Sell	9,259 -500	-5%	-$35.4K	0.16%	187
2024 Q2	$704K	Buy	9,759 +500	+5%	+$35.7K	0.2%	141
2024 Q1	$621K	Hold	9,259	–	–	0.18%	123
2023 Q4	$609K	Sell	9,259 -200	-2%	-$13.1K	0.19%	121
2023 Q3	$609K	Buy	9,459 +200	+2%	+$12.4K	0.21%	110
2023 Q2	$559K	Hold	9,259	–	–	0.19%	124
2023 Q1	$533K	Sell	9,259 -1,800	-16%	-$106K	0.19%	120
2022 Q4	$630K	Buy	11,059 +353	+3%	+$19.5K	0.24%	99
2022 Q3	$533K	Buy	+10,706	New	+$552K	0.21%	117
2022 Q1	$588K	Buy	+10,706	New	+$568K	0.19%	133

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

Elevated Capital Advisors's SHEL Position: Q2 2026 in Review

Elevated Capital Advisors held its Shell (SHEL) position steady in Q2 2026 at 5,881 shares worth $456K. The position accounts for 0.13% of the portfolio, ranked #136.

Elevated Capital Advisors first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $704K in Q2 2024. 1,524 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Elevated Capital Advisors held 5,881 shares of Shell worth $456K as of Q2 2026.
Elevated Capital Advisors left its Shell share count unchanged in Q2 2026.
Shell made up 0.13% of Elevated Capital Advisors's portfolio in Q2 2026, its #136 holding.
Elevated Capital Advisors first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
Elevated Capital Advisors's Shell position peaked at $704K in Q2 2024.
1,524 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.