Fifth Third Wealth Advisors’s Shell SHEL Stock Holding History

Fifth Third Wealth 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	$823K	Sell	10,613 -84	-0.8%	-$7.25K	0.02%	343
2026 Q1	$995K	Buy	10,697 +3	+0%	+$242	0.03%	275
2025 Q4	$786K	Buy	10,694 +302	+3%	+$22.2K	0.03%	296
2025 Q3	$743K	Sell	10,392 -4,651	-31%	-$335K	0.03%	291
2025 Q2	$1.06M	Buy	15,043 +10,289	+216%	+$690K	0.04%	229
2025 Q1	$348K	Sell	4,754 -74	-2%	-$4.99K	0.02%	441
2024 Q4	$303K	Buy	4,828 +62	+1%	+$4.06K	0.02%	486
2024 Q3	$314K	Buy	4,766 +715	+18%	+$50.6K	0.02%	450
2024 Q2	$292K	Buy	4,051 +136	+3%	+$9.72K	0.02%	420
2024 Q1	$262K	Buy	+3,915	New	+$251K	0.04%	207

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

Fifth Third Wealth Advisors's SHEL Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its Shell (SHEL) stake by 0.79% in Q2 2026, selling an estimated $7.25K and leaving 10,613 shares worth $823K. The position accounts for 0.02% of the portfolio, ranked #343.

Fifth Third Wealth Advisors first reported a position in SHEL in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.06M in Q2 2025. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Fifth Third Wealth Advisors held 10,613 shares of Shell worth $823K as of Q2 2026.
Fifth Third Wealth Advisors sold 84 Shell shares in Q2 2026, an estimated $7.25K.
Shell made up 0.02% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #343 holding.
Fifth Third Wealth Advisors first reported a position in Shell in Q1 2024 and has held it in 10 quarters since.
Fifth Third Wealth Advisors's Shell position peaked at $1.06M in Q2 2025.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.