IFP Advisors’s Shell SHEL Stock Holding History

IFP 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	$1.07M	Sell	13,826 -3,997	-22%	-$345K	0.02%	708
2026 Q1	$1.66M	Buy	17,823 +3,914	+28%	+$316K	0.03%	518
2025 Q4	$1.02M	Sell	13,909 -238	-2%	-$17.5K	0.02%	652
2025 Q3	$1.01M	Sell	14,147 -249	-2%	-$17.9K	0.03%	594
2025 Q2	$1.01M	Sell	14,396 -1,092	-7%	-$73.2K	0.03%	574
2025 Q1	$1.14M	Buy	15,488 +321	+2%	+$21.6K	0.04%	523
2024 Q4	$950K	Buy	15,167 +713	+5%	+$46.7K	0.03%	543
2024 Q3	$953K	Sell	14,454 -4,622	-24%	-$327K	0.03%	491
2024 Q2	$1.38M	Buy	19,076 +1,877	+11%	+$134K	0.05%	360
2024 Q1	$1.15M	Sell	17,199 -1,210	-7%	-$77.5K	0.05%	383
2023 Q4	$1.21M	Buy	18,409 +141	+0.8%	+$9.25K	0.06%	347
2023 Q3	$1.18M	Buy	18,268 +993	+6%	+$61.8K	0.05%	355
2023 Q2	$1.04M	Sell	17,275 -2,052	-11%	-$123K	0.04%	416
2023 Q1	$1.02M	Sell	19,327 -5,910	-23%	-$348K	0.04%	390
2022 Q4	$1.33M	Sell	25,237 -20,521	-45%	-$1.13M	0.04%	514
2022 Q3	$2.42M	Buy	45,758 +6,716	+17%	+$346K	0.06%	335
2022 Q2	$2.06M	Hold	39,042	–	–	0.07%	336
2022 Q1	$2.06M	Buy	+39,042	New	+$2.07M	0.07%	336

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

IFP Advisors's SHEL Position: Q2 2026 in Review

IFP Advisors reduced its Shell (SHEL) stake by 22% in Q2 2026, selling an estimated $345K and leaving 13,826 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #708.

IFP Advisors first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.42M in Q3 2022. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

IFP Advisors held 13,826 shares of Shell worth $1.07M as of Q2 2026.
IFP Advisors sold 3,997 Shell shares in Q2 2026, an estimated $345K.
Shell made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #708 holding.
IFP Advisors first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
IFP Advisors's Shell position peaked at $2.42M in Q3 2022.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.