FTA
SHEL icon

Financial & Tax Architects’s Shell SHEL Stock Holding History

Financial & Tax Architects’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 		$257K Hold
3,318
– – 0.05% 107
2026
Q1 		$309K Hold
3,318
– – 0.07% 98
2025
Q4 		$244K Hold
3,318
– – 0.05% 101
2025
Q3 		$237K Buy
+3,318
New +$239K 0.05% 101

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 & Tax Architects's SHEL Position: Q2 2026 in Review

Financial & Tax Architects held its Shell (SHEL) position steady in Q2 2026 at 3,318 shares worth $257K. The position accounts for 0.05% of the portfolio, ranked #107.

Financial & Tax Architects first reported a position in SHEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $309K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Financial & Tax Architects held 3,318 shares of Shell worth $257K as of Q2 2026.
  • Financial & Tax Architects left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.05% of Financial & Tax Architects's portfolio in Q2 2026, its #107 holding.
  • Financial & Tax Architects first reported a position in Shell in Q3 2025 and has held it in 4 quarters since.
  • Financial & Tax Architects's Shell position peaked at $309K in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.