Heritage Wealth Advisors’s Shell SHEL Stock Holding History

Heritage 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	$310K	Buy	+3,997	New	+$345K	0.01%	184
2023 Q3	–	Sell	-420	Closed	-$25.4K	–	562
2023 Q2	$25.4K	Hold	420	–	–	﹤0.01%	381
2023 Q1	$24.2K	Hold	420	–	–	﹤0.01%	389
2022 Q4	$23.9K	Hold	420	–	–	﹤0.01%	396
2022 Q3	$20.9K	Hold	420	–	–	﹤0.01%	379
2022 Q2	$22K	Hold	420	–	–	﹤0.01%	416
2022 Q1	$23K	Buy	+420	New	+$22.3K	﹤0.01%	389

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

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

Heritage Wealth Advisors opened a new position in Shell (SHEL) in Q2 2026: 3,997 shares worth $310K. The stake represents 0.01% of the portfolio and ranks #184 among its holdings. This is a return to the name: Heritage Wealth Advisors previously reported a position in SHEL as recently as Q2 2023.

Heritage Wealth Advisors first reported a position in SHEL in Q1 2022 and has held it in 7 quarters since. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Heritage Wealth Advisors held 3,997 shares of Shell worth $310K as of Q2 2026.
Shell was a new Heritage Wealth Advisors position in Q2 2026.
Shell made up 0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #184 holding.
Heritage Wealth Advisors first reported a position in Shell in Q1 2022 and has held it in 7 quarters since.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.