Financial Network Wealth Advisors’s Shell SHEL Stock Holding History

Financial Network 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	$64.2K	Buy	828 +124	+18%	+$10.7K	0.07%	237
2026 Q1	$65.5K	Buy	704 +77	+12%	+$6.22K	0.07%	234
2025 Q4	$46.1K	Buy	627 +77	+14%	+$5.67K	0.05%	281
2025 Q3	$39.3K	Sell	550 -30	-5%	-$2.16K	0.04%	297
2025 Q2	$40.8K	Hold	580	–	–	0.05%	281
2025 Q1	$42.5K	Buy	580 +562	+3,122%	+$37.9K	0.06%	266
2024 Q4	$1.13K	Sell	18 -901	-98%	-$59K	﹤0.01%	457
2024 Q3	$60.6K	Sell	919 -156	-15%	-$11K	0.05%	261
2024 Q2	$77.5K	Buy	+1,075	New	+$76.8K	0.06%	253

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 Network Wealth Advisors's SHEL Position: Q2 2026 in Review

Financial Network Wealth Advisors increased its Shell (SHEL) stake by 18% in Q2 2026, buying an estimated $10.7K and bringing the position to 828 shares worth $64.2K. The position accounts for 0.07% of the portfolio, ranked #237.

Financial Network Wealth Advisors first reported a position in SHEL in Q2 2024 and has held it in 9 quarters since. The position peaked at $77.5K in Q2 2024. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Financial Network Wealth Advisors held 828 shares of Shell worth $64.2K as of Q2 2026.
Financial Network Wealth Advisors bought 124 Shell shares in Q2 2026, an estimated $10.7K.
Shell made up 0.07% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #237 holding.
Financial Network Wealth Advisors first reported a position in Shell in Q2 2024 and has held it in 9 quarters since.
Financial Network Wealth Advisors's Shell position peaked at $77.5K in Q2 2024.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.