Icon Wealth Advisors’s Shell SHEL Stock Holding History

Icon 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	$630K	Sell	8,121 -19	-0.2%	-$1.64K	0.04%	253
2026 Q1	$724K	Buy	8,140 +3,208	+65%	+$259K	0.05%	212
2025 Q4	$363K	Sell	4,932 -139	-3%	-$10.2K	0.02%	289
2025 Q3	$363K	Buy	5,071 +22	+0.4%	+$1.58K	0.02%	294
2025 Q2	$355K	Sell	5,049 -97	-2%	-$6.5K	0.03%	292
2025 Q1	$377K	Sell	5,146 -1,337	-21%	-$90.1K	0.03%	255
2024 Q4	$406K	Buy	6,483 +1,618	+33%	+$106K	0.03%	247
2024 Q3	$321K	Buy	4,865 +1,408	+41%	+$99.7K	0.03%	284
2024 Q2	$253K	Sell	3,457 -1,564	-31%	-$112K	0.02%	302
2024 Q1	$337K	Buy	5,021 +215	+4%	+$13.8K	0.03%	263
2023 Q4	$316K	Buy	+4,806	New	+$315K	0.03%	261
2022 Q4	$263K	Buy	4,625 +593	+15%	+$32.7K	0.03%	269
2022 Q3	$201K	Buy	+4,032	New	+$208K	0.02%	294

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

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

Icon Wealth Advisors reduced its Shell (SHEL) stake by 0.23% in Q2 2026, selling an estimated $1.64K and leaving 8,121 shares worth $630K. The position accounts for 0.04% of the portfolio, ranked #253.

Icon Wealth Advisors first reported a position in SHEL in Q3 2022 and has held it in 13 quarters since. The position peaked at $724K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Icon Wealth Advisors held 8,121 shares of Shell worth $630K as of Q2 2026.
Icon Wealth Advisors sold 19 Shell shares in Q2 2026, an estimated $1.64K.
Shell made up 0.04% of Icon Wealth Advisors's portfolio in Q2 2026, its #253 holding.
Icon Wealth Advisors first reported a position in Shell in Q3 2022 and has held it in 13 quarters since.
Icon Wealth Advisors's Shell position peaked at $724K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.