Financial Freedom LLC’s Shell SHEL Stock Holding History

Financial Freedom LLC’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	–	Sell	-206	Closed	-$19.1K	–	336
2026 Q1	$19.1K	Hold	206	–	–	0.01%	241
2025 Q4	$15.1K	Hold	206	–	–	0.01%	243
2025 Q3	$14.7K	Buy	206 +1	+0.5%	+$72	0.01%	251
2025 Q2	$14.5K	Sell	205 -1	-0.5%	-$67	0.01%	248
2025 Q1	$15.1K	Hold	206	–	–	0.01%	250
2024 Q4	$12.9K	Hold	206	–	–	0.01%	253
2024 Q3	$13.6K	Hold	206	–	–	0.01%	251
2024 Q2	$14.9K	Buy	+206	New	+$14.7K	0.01%	250

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 Freedom LLC's SHEL Position: Q2 2026 in Review

Financial Freedom LLC sold out of Shell (SHEL) in Q2 2026, closing a stake of 206 shares — an estimated $19.1K sold.

Financial Freedom LLC first reported a position in SHEL in Q2 2024 and held it in 8 quarters. The position peaked at $19.1K in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Financial Freedom LLC reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Financial Freedom LLC sold 206 Shell shares in Q2 2026, an estimated $19.1K.
Financial Freedom LLC first reported a position in Shell in Q2 2024 and held it in 8 quarters.
Financial Freedom LLC's Shell position peaked at $19.1K in Q1 2026.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.