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Fedenia Advisers’s Shell SHEL Stock Holding History

Fedenia Advisers’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 		$33.5K Buy
+432
New +$37.3K 0.01% 261
2025
Q1 		– Sell
-3,541
Closed -$222K – 370
2024
Q4 		$222K Buy
+3,541
New +$232K 0.13% 128

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

Fedenia Advisers's SHEL Position: Q2 2026 in Review

Fedenia Advisers opened a new position in Shell (SHEL) in Q2 2026: 432 shares worth $33.5K. The stake represents 0.01% of the portfolio and ranks #261 among its holdings. This is a return to the name: Fedenia Advisers previously reported a position in SHEL as recently as Q4 2024.

Fedenia Advisers first reported a position in SHEL in Q4 2024 and has held it in 2 quarters since. The position peaked at $222K in Q4 2024. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Fedenia Advisers held 432 shares of Shell worth $33.5K as of Q2 2026.
  • Shell was a new Fedenia Advisers position in Q2 2026.
  • Shell made up 0.01% of Fedenia Advisers's portfolio in Q2 2026, its #261 holding.
  • Fedenia Advisers first reported a position in Shell in Q4 2024 and has held it in 2 quarters since.
  • Fedenia Advisers's Shell position peaked at $222K in Q4 2024.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.