Fort Sheridan Advisors’s Shell SHEL Stock Holding History

Fort Sheridan 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	$3.95M	Sell	50,957 -174	-0.3%	-$15K	0.43%	46
2026 Q1	$4.76M	Sell	51,131 -998	-2%	-$80.6K	0.57%	38
2025 Q4	$3.83M	Sell	52,129 -861	-2%	-$63.4K	0.49%	39
2025 Q3	$3.79M	Sell	52,990 -2,675	-5%	-$193K	0.5%	41
2025 Q2	$3.92M	Sell	55,665 -3,226	-5%	-$216K	0.56%	39
2025 Q1	$4.32M	Sell	58,891 -1,425	-2%	-$96K	0.66%	33
2024 Q4	$3.78M	Sell	60,316 -317	-0.5%	-$20.8K	0.55%	35
2024 Q3	$4M	Buy	60,633 +1,060	+2%	+$75.1K	0.61%	33
2024 Q2	$4.3M	Buy	59,573 +6,230	+12%	+$445K	0.69%	29
2024 Q1	$3.58M	Buy	53,343 +723	+1%	+$46.3K	0.67%	32
2023 Q4	$3.46M	Buy	52,620 +598	+1%	+$39.2K	0.69%	28
2023 Q3	$3.35M	Buy	52,022 +7,396	+17%	+$460K	0.76%	29
2023 Q2	$2.69M	Buy	44,626 +2,515	+6%	+$151K	0.61%	32
2023 Q1	$2.42M	Buy	42,111 +12,614	+43%	+$742K	0.62%	32
2022 Q4	$1.68M	Sell	29,497 -2,193	-7%	-$121K	0.55%	35
2022 Q3	$1.58M	Buy	31,690 +1,960	+7%	+$101K	0.53%	36
2022 Q2	$1.55M	Buy	29,730 +714	+2%	+$40.1K	0.51%	34
2022 Q1	$1.59M	Buy	+29,016	New	+$1.54M	0.47%	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

Fort Sheridan Advisors's SHEL Position: Q2 2026 in Review

Fort Sheridan Advisors reduced its Shell (SHEL) stake by 0.34% in Q2 2026, selling an estimated $15K and leaving 50,957 shares worth $3.95M. The position accounts for 0.43% of the portfolio, ranked #46.

Fort Sheridan Advisors first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.76M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Fort Sheridan Advisors held 50,957 shares of Shell worth $3.95M as of Q2 2026.
Fort Sheridan Advisors sold 174 Shell shares in Q2 2026, an estimated $15K.
Shell made up 0.43% of Fort Sheridan Advisors's portfolio in Q2 2026, its #46 holding.
Fort Sheridan Advisors first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Fort Sheridan Advisors's Shell position peaked at $4.76M in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.