Fortis Capital Advisors’s Shell SHEL Stock Holding History

Fortis 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	$204K	Buy	2,634 +127	+5%	+$11K	0.02%	389
2026 Q1	$233K	Buy	+2,507	New	+$203K	0.03%	339
2023 Q2	–	Sell	-94	Closed	-$5.41K	–	522
2023 Q1	$5.41K	Buy	94 +1	+1%	+$59	﹤0.01%	495
2022 Q4	$5.3K	Buy	+93	New	+$5.13K	﹤0.01%	510

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

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

Fortis Capital Advisors increased its Shell (SHEL) stake by 5.1% in Q2 2026, buying an estimated $11K and bringing the position to 2,634 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #389.

Fortis Capital Advisors first reported a position in SHEL in Q4 2022 and has held it in 4 quarters since. The position peaked at $233K in Q1 2026. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Fortis Capital Advisors held 2,634 shares of Shell worth $204K as of Q2 2026.
Fortis Capital Advisors bought 127 Shell shares in Q2 2026, an estimated $11K.
Shell made up 0.02% of Fortis Capital Advisors's portfolio in Q2 2026, its #389 holding.
Fortis Capital Advisors first reported a position in Shell in Q4 2022 and has held it in 4 quarters since.
Fortis Capital Advisors's Shell position peaked at $233K in Q1 2026.
1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.