Fortis Group Advisors’s Shell SHEL Stock Holding History

Fortis Group 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	$38.1K	Hold	492	–	–	0.01%	312
2026 Q1	$45.8K	Hold	492	–	–	0.01%	304
2025 Q4	$36.2K	Hold	492	–	–	0.01%	316
2025 Q3	$35.2K	Hold	492	–	–	0.01%	273
2025 Q2	$34.6K	Hold	492	–	–	0.01%	261
2025 Q1	$36.1K	Hold	492	–	–	0.01%	231
2024 Q4	$30.8K	Hold	492	–	–	0.01%	236
2024 Q3	$32.4K	Hold	492	–	–	0.01%	226
2024 Q2	$35.5K	Hold	492	–	–	0.01%	220
2024 Q1	$33K	Sell	492 -492	-50%	-$31.5K	0.01%	240
2023 Q4	$64.7K	Buy	984 +492	+100%	+$32.3K	0.02%	162
2023 Q3	$31.7K	Buy	+492	New	+$30.6K	0.01%	155

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 Group Advisors's SHEL Position: Q2 2026 in Review

Fortis Group Advisors held its Shell (SHEL) position steady in Q2 2026 at 492 shares worth $38.1K. The position accounts for 0.01% of the portfolio, ranked #312.

Fortis Group Advisors first reported a position in SHEL in Q3 2023 and has held it in 12 quarters since. The position peaked at $64.7K in Q4 2023. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Fortis Group Advisors held 492 shares of Shell worth $38.1K as of Q2 2026.
Fortis Group Advisors left its Shell share count unchanged in Q2 2026.
Shell made up 0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #312 holding.
Fortis Group Advisors first reported a position in Shell in Q3 2023 and has held it in 12 quarters since.
Fortis Group Advisors's Shell position peaked at $64.7K in Q4 2023.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.