Gratus Wealth Advisors’s Shell SHEL Stock Holding History

Gratus 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	$847K	Buy	10,920 +95	+0.9%	+$8.2K	0.11%	68
2026 Q1	$1.01M	Sell	10,825 -737	-6%	-$59.6K	0.15%	63
2025 Q4	$850K	Buy	11,562 +167	+1%	+$12.3K	0.12%	66
2025 Q3	$815K	Sell	11,395 -67	-0.6%	-$4.82K	0.11%	70
2025 Q2	$807K	Sell	11,462 -128	-1%	-$8.58K	0.12%	69
2025 Q1	$849K	Sell	11,590 -60	-0.5%	-$4.04K	0.14%	67
2024 Q4	$730K	Sell	11,650 -289	-2%	-$18.9K	0.12%	72
2024 Q3	$838K	Buy	11,939 +1,136	+11%	+$80.5K	0.14%	75
2024 Q2	$781K	Buy	10,803 +448	+4%	+$32K	0.13%	73
2024 Q1	$736K	Buy	+10,355	New	+$664K	0.14%	73

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

Gratus Wealth Advisors's SHEL Position: Q2 2026 in Review

Gratus Wealth Advisors increased its Shell (SHEL) stake by 0.88% in Q2 2026, buying an estimated $8.2K and bringing the position to 10,920 shares worth $847K. The position accounts for 0.11% of the portfolio, ranked #68.

Gratus Wealth Advisors first reported a position in SHEL in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.01M in Q1 2026. 1,525 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Gratus Wealth Advisors held 10,920 shares of Shell worth $847K as of Q2 2026.
Gratus Wealth Advisors bought 95 Shell shares in Q2 2026, an estimated $8.2K.
Shell made up 0.11% of Gratus Wealth Advisors's portfolio in Q2 2026, its #68 holding.
Gratus Wealth Advisors first reported a position in Shell in Q1 2024 and has held it in 10 quarters since.
Gratus Wealth Advisors's Shell position peaked at $1.01M in Q1 2026.
1,525 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.