Financial Engines Advisors’s Shell SHEL Stock Holding History

Financial Engines 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	$330K	Buy	4,250 +2,093	+97%	+$181K	﹤0.01%	484
2026 Q1	$201K	Buy	+2,157	New	+$174K	﹤0.01%	520
2022 Q4	–	Sell	-11,825	Closed	-$588K	–	304
2022 Q3	$588K	Sell	11,825 -2	-0%	-$103	﹤0.01%	190
2022 Q2	$618K	Buy	+11,827	New	+$664K	﹤0.01%	183

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

Financial Engines Advisors's SHEL Position: Q2 2026 in Review

Financial Engines Advisors increased its Shell (SHEL) stake by 97% in Q2 2026, buying an estimated $181K and bringing the position to 4,250 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Financial Engines Advisors first reported a position in SHEL in Q2 2022 and has held it in 4 quarters since. The position peaked at $618K in Q2 2022. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Financial Engines Advisors held 4,250 shares of Shell worth $330K as of Q2 2026.
Financial Engines Advisors bought 2,093 Shell shares in Q2 2026, an estimated $181K.
Shell made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #484 holding.
Financial Engines Advisors first reported a position in Shell in Q2 2022 and has held it in 4 quarters since.
Financial Engines Advisors's Shell position peaked at $618K in Q2 2022.
1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.