Focus Partners Advisor Solutions’s Shell SHEL Stock Holding History

Focus Partners Advisor Solutions’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	$1.16M	Buy	15,015 +5,963	+66%	+$515K	0.01%	525
2026 Q1	$842K	Buy	9,052 +2,221	+33%	+$179K	0.01%	610
2025 Q4	$502K	Buy	6,831 +1,440	+27%	+$106K	0.01%	715
2025 Q3	$402K	Sell	5,391 -2,699	-33%	-$194K	﹤0.01%	808
2025 Q2	$570K	Sell	8,090 -6,344	-44%	-$425K	0.01%	626
2025 Q1	$1.06M	Buy	+14,434	New	+$972K	0.02%	371
2024 Q4	–	Sell	-3,634	Closed	-$240K	–	861
2024 Q3	$240K	Buy	3,634 +666	+22%	+$47.2K	0.01%	662
2024 Q2	$214K	Buy	+2,968	New	+$212K	0.01%	588
2022 Q3	–	Sell	-3,985	Closed	-$208K	–	429
2022 Q2	$208K	Buy	+3,985	New	+$224K	0.02%	329

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

Focus Partners Advisor Solutions's SHEL Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Shell (SHEL) stake by 66% in Q2 2026, buying an estimated $515K and bringing the position to 15,015 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #525.

Focus Partners Advisor Solutions first reported a position in SHEL in Q2 2022 and has held it in 9 quarters since. 1,525 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Focus Partners Advisor Solutions held 15,015 shares of Shell worth $1.16M as of Q2 2026.
Focus Partners Advisor Solutions bought 5,963 Shell shares in Q2 2026, an estimated $515K.
Shell made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #525 holding.
Focus Partners Advisor Solutions first reported a position in Shell in Q2 2022 and has held it in 9 quarters since.
1,525 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.