FGC
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Financial Gravity Companies’s Shell SHEL Stock Holding History

Financial Gravity Companies’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 		$233 Buy
+3
New +$259 ﹤0.01% 894
2025
Q2 		$634 Buy
+9
New +$603 ﹤0.01% 839
2024
Q4 		$752 Buy
12
+6
+100% +$393 ﹤0.01% 834
2024
Q3 		$396 Buy
+6
New +$425 ﹤0.01% 608

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 Gravity Companies's SHEL Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Shell (SHEL) in Q2 2026: 3 shares worth $233. The stake represents ﹤0.01% of the portfolio and ranks #894 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SHEL as recently as Q2 2025.

Financial Gravity Companies first reported a position in SHEL in Q3 2024 and has held it in 4 quarters since. The position peaked at $752 in Q4 2024. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Financial Gravity Companies held 3 shares of Shell worth $233 as of Q2 2026.
  • Shell was a new Financial Gravity Companies position in Q2 2026.
  • Shell made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #894 holding.
  • Financial Gravity Companies first reported a position in Shell in Q3 2024 and has held it in 4 quarters since.
  • Financial Gravity Companies's Shell position peaked at $752 in Q4 2024.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.