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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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 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. 343 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.
  • 343 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.