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Holistic Financial Partners’s Shell SHEL Stock Holding History

Holistic Financial Partners’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 		$220K Sell
2,838
-10
-0.4% -$863 0.13% 112
2026
Q1 		$265K Buy
+2,848
New +$230K 0.1% 111

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

Holistic Financial Partners's SHEL Position: Q2 2026 in Review

Holistic Financial Partners reduced its Shell (SHEL) stake by 0.35% in Q2 2026, selling an estimated $863 and leaving 2,838 shares worth $220K. The position accounts for 0.13% of the portfolio, ranked #112.

Holistic Financial Partners first reported a position in SHEL in Q1 2026 and has held it in 2 quarters since. The position peaked at $265K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Holistic Financial Partners held 2,838 shares of Shell worth $220K as of Q2 2026.
  • Holistic Financial Partners sold 10 Shell shares in Q2 2026, an estimated $863.
  • Shell made up 0.13% of Holistic Financial Partners's portfolio in Q2 2026, its #112 holding.
  • Holistic Financial Partners first reported a position in Shell in Q1 2026 and has held it in 2 quarters since.
  • Holistic Financial Partners's Shell position peaked at $265K in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.