Finivi Inc’s Shell SHEL Stock Holding History

Finivi Inc’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	$818K	Sell	10,546 -92	-0.9%	-$7.94K	0.42%	58
2026 Q1	$989K	Sell	10,638 -326	-3%	-$26.3K	0.54%	43
2025 Q4	$806K	Buy	10,964 +126	+1%	+$9.28K	0.47%	49
2025 Q3	$775K	Buy	10,838 +177	+2%	+$12.7K	0.49%	50
2025 Q2	$751K	Sell	10,661 -59	-0.6%	-$3.96K	0.51%	50
2025 Q1	$786K	Buy	10,720 +89	+0.8%	+$6K	0.63%	43
2024 Q4	$666K	Sell	10,631 -155	-1%	-$10.2K	0.53%	48
2024 Q3	$711K	Buy	10,786 +37	+0.3%	+$2.62K	0.58%	44
2024 Q2	$776K	Buy	10,749 +78	+0.7%	+$5.58K	0.64%	42
2024 Q1	$715K	Buy	10,671 +120	+1%	+$7.69K	0.65%	42
2023 Q4	$694K	Buy	+10,551	New	+$692K	0.68%	41

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

Finivi Inc's SHEL Position: Q2 2026 in Review

Finivi Inc reduced its Shell (SHEL) stake by 0.86% in Q2 2026, selling an estimated $7.94K and leaving 10,546 shares worth $818K. The position accounts for 0.42% of the portfolio, ranked #58.

Finivi Inc first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $989K in Q1 2026. 1,503 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Finivi Inc held 10,546 shares of Shell worth $818K as of Q2 2026.
Finivi Inc sold 92 Shell shares in Q2 2026, an estimated $7.94K.
Shell made up 0.42% of Finivi Inc's portfolio in Q2 2026, its #58 holding.
Finivi Inc first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
Finivi Inc's Shell position peaked at $989K in Q1 2026.
1,503 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.