GoalVest Advisory’s Shell SHEL Stock Holding History

GoalVest Advisory’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	$10K	Hold	129	–	–	﹤0.01%	350
2026 Q1	$12K	Hold	129	–	–	﹤0.01%	364
2025 Q4	$9.48K	Buy	+129	New	+$9.5K	﹤0.01%	424

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

GoalVest Advisory's SHEL Position: Q2 2026 in Review

GoalVest Advisory held its Shell (SHEL) position steady in Q2 2026 at 129 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

GoalVest Advisory first reported a position in SHEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $12K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

GoalVest Advisory held 129 shares of Shell worth $10K as of Q2 2026.
GoalVest Advisory left its Shell share count unchanged in Q2 2026.
Shell made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #350 holding.
GoalVest Advisory first reported a position in Shell in Q4 2025 and has held it in 3 quarters since.
GoalVest Advisory's Shell position peaked at $12K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.