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Holistic Planning’s Shell SHEL Stock Holding History

Holistic Planning’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 		$494K Buy
6,373
+310
+5% +$26.8K 0.08% 210
2026
Q1 		$564K Buy
6,063
+2
+0% +$162 0.11% 166
2025
Q4 		$445K Sell
6,061
-184
-3% -$13.6K 0.09% 177
2025
Q3 		$447K Sell
6,245
-436
-7% -$31.4K 0.12% 139
2025
Q2 		$470K Buy
6,681
+7
+0.1% +$469 0.13% 125
2025
Q1 		$489K Sell
6,674
-993
-13% -$66.9K 0.17% 107
2024
Q4 		$480K Sell
7,667
-118
-2% -$7.73K 0.17% 99
2024
Q3 		$513K Buy
7,785
+2,725
+54% +$193K 0.22% 82
2024
Q2 		$339K Hold
5,060
– – 0.26% 78
2024
Q1 		$339K Sell
5,060
-34
-0.7% -$2.18K 0.26% 78
2023
Q4 		$335K Buy
+5,094
New +$334K 0.28% 77

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 Planning's SHEL Position: Q2 2026 in Review

Holistic Planning increased its Shell (SHEL) stake by 5.1% in Q2 2026, buying an estimated $26.8K and bringing the position to 6,373 shares worth $494K. The position accounts for 0.08% of the portfolio, ranked #210.

Holistic Planning first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $564K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Holistic Planning held 6,373 shares of Shell worth $494K as of Q2 2026.
  • Holistic Planning bought 310 Shell shares in Q2 2026, an estimated $26.8K.
  • Shell made up 0.08% of Holistic Planning's portfolio in Q2 2026, its #210 holding.
  • Holistic Planning first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
  • Holistic Planning's Shell position peaked at $564K in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.