IFG Advisory’s Shell SHEL Stock Holding History

IFG Advisory’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	$206K	Buy	2,657 +2,091	+369%	+$181K	0.01%	861
2026 Q1	$52.7K	Buy	+566	New	+$45.7K	0.15%	129
2025 Q3	–	Sell	-2,949	Closed	-$208K	–	791
2025 Q2	$208K	Buy	+2,949	New	+$198K	0.01%	711
2024 Q3	–	Sell	-3,001	Closed	-$217K	–	570
2024 Q2	$217K	Buy	+3,001	New	+$214K	0.01%	574
2024 Q1	–	Sell	-3,151	Closed	-$207K	–	534
2023 Q4	$207K	Buy	+3,151	New	+$207K	0.02%	551

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

IFG Advisory's SHEL Position: Q2 2026 in Review

IFG Advisory increased its Shell (SHEL) stake by 369% in Q2 2026, buying an estimated $181K and bringing the position to 2,657 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #861.

IFG Advisory first reported a position in SHEL in Q4 2023 and has held it in 5 quarters since. The position peaked at $217K in Q2 2024. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

IFG Advisory held 2,657 shares of Shell worth $206K as of Q2 2026.
IFG Advisory bought 2,091 Shell shares in Q2 2026, an estimated $181K.
Shell made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #861 holding.
IFG Advisory first reported a position in Shell in Q4 2023 and has held it in 5 quarters since.
IFG Advisory's Shell position peaked at $217K in Q2 2024.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.