Financial Sense Advisors’s Shell SHEL Stock Holding History

Financial Sense 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	–	Sell	-2,551	Closed	-$237K	–	158
2026 Q1	$237K	Buy	+2,551	New	+$206K	0.05%	132
2023 Q4	–	Sell	-3,543	Closed	-$228K	–	117
2023 Q3	$228K	Buy	3,543 +76	+2%	+$4.73K	0.1%	89
2023 Q2	$209K	Buy	+3,467	New	+$208K	0.09%	88

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 Sense Advisors's SHEL Position: Q2 2026 in Review

Financial Sense Advisors sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,551 shares — an estimated $237K sold.

Financial Sense Advisors first reported a position in SHEL in Q2 2023 and held it in 3 quarters. The position peaked at $237K in Q1 2026. 1,531 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Financial Sense Advisors reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Financial Sense Advisors sold 2,551 Shell shares in Q2 2026, an estimated $237K.
Financial Sense Advisors first reported a position in Shell in Q2 2023 and held it in 3 quarters.
Financial Sense Advisors's Shell position peaked at $237K in Q1 2026.
1,531 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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