IBEX Wealth Advisors’s Shell SHEL Stock Holding History

IBEX 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	$12.7M	Buy	164,192 +3,175	+2%	+$274K	1%	29
2026 Q1	$15M	Buy	161,017 +7,490	+5%	+$605K	1.39%	22
2025 Q4	$11.3M	Buy	153,527 +840	+0.6%	+$61.9K	1.1%	24
2025 Q3	$10.9M	Buy	152,687 +1,165	+0.8%	+$83.9K	1.05%	23
2025 Q2	$10.7M	Buy	151,522 +5,872	+4%	+$394K	1.14%	25
2025 Q1	$10.7M	Buy	145,650 +3,433	+2%	+$231K	1.41%	21
2024 Q4	$8.91M	Buy	+142,217	New	+$9.32M	1.05%	27
2024 Q3	–	Sell	-137,074	Closed	-$9.89M	–	240
2024 Q2	$9.89M	Sell	137,074 -1,472	-1%	-$105K	1.54%	16
2024 Q1	$7.89M	Buy	138,546 +3,546	+3%	+$227K	2.14%	15
2023 Q4	$8.9M	Sell	135,000 -1,542	-1%	-$101K	1.93%	13
2023 Q3	$8.79M	Buy	+136,542	New	+$8.5M	2.24%	8
2023 Q1	$8.05M	Buy	139,964 +1,418	+1%	+$83.4K	2.09%	12
2022 Q4	$7.89M	Sell	138,546 -767	-0.6%	-$42.3K	1.78%	16
2022 Q3	$6.93M	Sell	139,313 -112	-0.1%	-$5.77K	1.8%	14
2022 Q2	$7.29M	Buy	+139,425	New	+$7.83M	1.68%	12

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

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

IBEX Wealth Advisors increased its Shell (SHEL) stake by 2% in Q2 2026, buying an estimated $274K and bringing the position to 164,192 shares worth $12.7M. The position accounts for 1% of the portfolio, ranked #29.

IBEX Wealth Advisors first reported a position in SHEL in Q2 2022 and has held it in 15 quarters since. The position peaked at $15M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

IBEX Wealth Advisors held 164,192 shares of Shell worth $12.7M as of Q2 2026.
IBEX Wealth Advisors bought 3,175 Shell shares in Q2 2026, an estimated $274K.
Shell made up 1% of IBEX Wealth Advisors's portfolio in Q2 2026, its #29 holding.
IBEX Wealth Advisors first reported a position in Shell in Q2 2022 and has held it in 15 quarters since.
IBEX Wealth Advisors's Shell position peaked at $15M in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.