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Hantz Financial Services’s Shell SHEL Stock Holding History

Hantz Financial Services’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 		$8.62M Sell
111,184
-17
-0% -$1.47K 0.12% 108
2026
Q1 		$10.3M Buy
111,201
+28,363
+34% +$2.29M 0.16% 87
2025
Q4 		$6.09M Buy
82,838
+15,613
+23% +$1.15M 0.09% 166
2025
Q3 		$4.81M Buy
67,225
+29,532
+78% +$2.13M 0.07% 213
2025
Q2 		$2.65M Buy
37,693
+17,316
+85% +$1.16M 0.04% 292
2025
Q1 		$1.49M Buy
20,377
+790
+4% +$53.2K 0.03% 370
2024
Q4 		$1.23M Sell
19,587
-766
-4% -$50.2K 0.02% 401
2024
Q3 		$1.34M Sell
20,353
-544
-3% -$38.5K 0.02% 394
2024
Q2 		$1.51M Sell
20,897
-1,439
-6% -$103K 0.03% 367
2024
Q1 		$1.5M Sell
22,336
-468
-2% -$30K 0.03% 384
2023
Q4 		$1.5M Sell
22,804
-932
-4% -$61.2K 0.03% 378
2023
Q3 		$1.53M Buy
23,736
+1,297
+6% +$80.7K 0.04% 351
2023
Q2 		$1.35M Buy
22,439
+1,810
+9% +$109K 0.03% 364
2023
Q1 		$1.19M Buy
20,629
+1,262
+7% +$74.2K 0.03% 374
2022
Q4 		$1.1M Buy
19,367
+189
+1% +$10.4K 0.03% 363
2022
Q3 		$954K Buy
19,178
+18,639
+3,458% +$960K 0.03% 362
2022
Q2 		$28K Sell
539
-10
-2% -$562 ﹤0.01% 639
2022
Q1 		$30K Buy
+549
New +$29.1K ﹤0.01% 655

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
OAG
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

Hantz Financial Services's SHEL Position: Q2 2026 in Review

Hantz Financial Services reduced its Shell (SHEL) stake by 0.02% in Q2 2026, selling an estimated $1.47K and leaving 111,184 shares worth $8.62M. The position accounts for 0.12% of the portfolio, ranked #108.

Hantz Financial Services first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $10.3M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Hantz Financial Services held 111,184 shares of Shell worth $8.62M as of Q2 2026.
  • Hantz Financial Services sold 17 Shell shares in Q2 2026, an estimated $1.47K.
  • Shell made up 0.12% of Hantz Financial Services's portfolio in Q2 2026, its #108 holding.
  • Hantz Financial Services first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Hantz Financial Services's Shell position peaked at $10.3M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.