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BFC Planning, Inc.’s Shell SHEL Stock Holding History

BFC Planning, Inc.’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 		$575K Buy
7,412
+144
+2% +$12.4K 0.02% 562
2026
Q1 		$676K Sell
7,268
-1,624
-18% -$131K 0.03% 474
2025
Q4 		$653K Buy
8,892
+2,703
+44% +$199K 0.03% 475
2025
Q3 		$443K Buy
6,189
+143
+2% +$10.3K 0.03% 417
2025
Q2 		$426K Buy
6,046
+1,002
+20% +$67.2K 0.03% 399
2025
Q1 		$370K Sell
5,044
-674
-12% -$45.4K 0.03% 408
2024
Q4 		$358K Buy
+5,718
New +$375K 0.03% 426

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Orbis Allan Gray
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BFC Planning, Inc.'s SHEL Position: Q2 2026 in Review

BFC Planning, Inc. increased its Shell (SHEL) stake by 2% in Q2 2026, buying an estimated $12.4K and bringing the position to 7,412 shares worth $575K. The position accounts for 0.02% of the portfolio, ranked #562.

BFC Planning, Inc. first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $676K in Q1 2026. 1,536 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • BFC Planning, Inc. held 7,412 shares of Shell worth $575K as of Q2 2026.
  • BFC Planning, Inc. bought 144 Shell shares in Q2 2026, an estimated $12.4K.
  • Shell made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #562 holding.
  • BFC Planning, Inc. first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Shell position peaked at $676K in Q1 2026.
  • 1,536 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.