Foster Victor Wealth Advisors’s Shell SHEL Stock Holding History

Foster Victor Wealth 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	$608K	Buy	7,201 +277	+4%	+$23.9K	0.03%	168
2026 Q1	$633K	Buy	6,924 +1,494	+28%	+$121K	0.04%	154
2025 Q4	$403K	Buy	5,430 +831	+18%	+$61.2K	0.02%	173
2025 Q3	$337K	Buy	+4,599	New	+$331K	0.02%	170
2024 Q4	–	Sell	-4,380	Closed	-$299K	–	202
2024 Q3	$299K	Buy	4,380 +230	+6%	+$16.3K	0.02%	158
2024 Q2	$302K	Sell	4,150 -29	-0.7%	-$2.07K	0.03%	156
2024 Q1	$304K	Hold	4,179	–	–	0.03%	137
2023 Q4	$270K	Buy	4,179 +831	+25%	+$54.5K	0.03%	143
2023 Q3	$216K	Buy	+3,348	New	+$208K	0.03%	148

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

Foster Victor Wealth Advisors's SHEL Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its Shell (SHEL) stake by 4% in Q2 2026, buying an estimated $23.9K and bringing the position to 7,201 shares worth $608K. The position accounts for 0.03% of the portfolio, ranked #168.

Foster Victor Wealth Advisors first reported a position in SHEL in Q3 2023 and has held it in 9 quarters since. The position peaked at $633K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Foster Victor Wealth Advisors held 7,201 shares of Shell worth $608K as of Q2 2026.
Foster Victor Wealth Advisors bought 277 Shell shares in Q2 2026, an estimated $23.9K.
Shell made up 0.03% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #168 holding.
Foster Victor Wealth Advisors first reported a position in Shell in Q3 2023 and has held it in 9 quarters since.
Foster Victor Wealth Advisors's Shell position peaked at $633K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.