EFP
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Elser Financial Planning’s Shell SHEL Stock Holding History

Elser Financial Planning’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 		– Sell
-3,318
Closed -$311K – 136
2026
Q1 		$311K Hold
3,318
– – 0.02% 100
2025
Q4 		$244K Buy
+3,318
New +$244K 0.18% 70

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Elser Financial Planning's SHEL Position: Q2 2026 in Review

Elser Financial Planning sold out of Shell (SHEL) in Q2 2026, closing a stake of 3,318 shares — an estimated $311K sold.

Elser Financial Planning first reported a position in SHEL in Q4 2025 and held it in 2 quarters. The position peaked at $311K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Elser Financial Planning reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
  • Elser Financial Planning sold 3,318 Shell shares in Q2 2026, an estimated $311K.
  • Elser Financial Planning first reported a position in Shell in Q4 2025 and held it in 2 quarters.
  • Elser Financial Planning's Shell position peaked at $311K in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.