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FLC Capital Advisors’s Shell SHEL Stock Holding History

FLC Capital 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 		$282K Sell
3,637
-1,679
-32% -$145K 0.05% 190
2026
Q1 		$494K Sell
5,316
-152
-3% -$12.3K 0.09% 132
2025
Q4 		$402K Buy
5,468
+293
+6% +$21.6K 0.07% 137
2025
Q3 		$370K Hold
5,175
– – 0.07% 138
2025
Q2 		$364K Buy
5,175
+2,444
+89% +$164K 0.08% 139
2025
Q1 		$200K Buy
+2,731
New +$184K 0.04% 182

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

FLC Capital Advisors's SHEL Position: Q2 2026 in Review

FLC Capital Advisors reduced its Shell (SHEL) stake by 32% in Q2 2026, selling an estimated $145K and leaving 3,637 shares worth $282K. The position accounts for 0.05% of the portfolio, ranked #190.

FLC Capital Advisors first reported a position in SHEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $494K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • FLC Capital Advisors held 3,637 shares of Shell worth $282K as of Q2 2026.
  • FLC Capital Advisors sold 1,679 Shell shares in Q2 2026, an estimated $145K.
  • Shell made up 0.05% of FLC Capital Advisors's portfolio in Q2 2026, its #190 holding.
  • FLC Capital Advisors first reported a position in Shell in Q1 2025 and has held it in 6 quarters since.
  • FLC Capital Advisors's Shell position peaked at $494K in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.