FC
SHEL icon

Financial Consulate’s Shell SHEL Stock Holding History

Financial Consulate’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 		$22.4K Sell
289
-82
-22% -$7.08K ﹤0.01% 500
2026
Q1 		$34.5K Buy
371
+191
+106% +$15.4K ﹤0.01% 386
2025
Q4 		$13.2K Buy
180
+21
+13% +$1.55K ﹤0.01% 558
2025
Q3 		$11.4K Buy
+159
New +$11.4K ﹤0.01% 533

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

Financial Consulate's SHEL Position: Q2 2026 in Review

Financial Consulate reduced its Shell (SHEL) stake by 22% in Q2 2026, selling an estimated $7.08K and leaving 289 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Financial Consulate first reported a position in SHEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $34.5K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Financial Consulate held 289 shares of Shell worth $22.4K as of Q2 2026.
  • Financial Consulate sold 82 Shell shares in Q2 2026, an estimated $7.08K.
  • Shell made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #500 holding.
  • Financial Consulate first reported a position in Shell in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's Shell position peaked at $34.5K in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.