Garrett Wealth Advisory Group’s Shell SHEL Stock Holding History

Garrett Wealth Advisory Group’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	$1.66M	Sell	21,437 -163	-0.8%	-$14.1K	0.26%	38
2026 Q1	$2.01M	Sell	21,600 -488	-2%	-$39.4K	0.36%	29
2025 Q4	$1.62M	Sell	22,088 -591	-3%	-$43.5K	0.31%	28
2025 Q3	$1.62M	Buy	22,679 +1	+0%	+$72	0.32%	28
2025 Q2	$1.6M	Buy	22,678 +1	+0%	+$67	0.34%	26
2025 Q1	$1.66M	Buy	22,677 +2,938	+15%	+$198K	0.37%	27
2024 Q4	$1.24M	Buy	19,739 +133	+0.7%	+$8.72K	0.28%	28
2024 Q3	$1.29M	Buy	19,606 +6,391	+48%	+$453K	0.32%	30
2024 Q2	$954K	Buy	+13,215	New	+$945K	0.35%	27

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

Garrett Wealth Advisory Group's SHEL Position: Q2 2026 in Review

Garrett Wealth Advisory Group reduced its Shell (SHEL) stake by 0.75% in Q2 2026, selling an estimated $14.1K and leaving 21,437 shares worth $1.66M. The position accounts for 0.26% of the portfolio, ranked #38.

Garrett Wealth Advisory Group first reported a position in SHEL in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.01M in Q1 2026. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Garrett Wealth Advisory Group held 21,437 shares of Shell worth $1.66M as of Q2 2026.
Garrett Wealth Advisory Group sold 163 Shell shares in Q2 2026, an estimated $14.1K.
Shell made up 0.26% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #38 holding.
Garrett Wealth Advisory Group first reported a position in Shell in Q2 2024 and has held it in 9 quarters since.
Garrett Wealth Advisory Group's Shell position peaked at $2.01M in Q1 2026.
1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.