IFS Advisors’s Shell SHEL Stock Holding History

IFS 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
2025 Q2	–	Sell	-51	Closed	-$3.74K	–	201
2025 Q1	$3.74K	Buy	+51	New	+$3.44K	﹤0.01%	136
2023 Q3	–	Sell	-133	Closed	-$8.03K	–	151
2023 Q2	$8.03K	Buy	+133	New	+$7.98K	0.02%	69

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

IFS Advisors's SHEL Position: Q2 2025 in Review

IFS Advisors sold out of Shell (SHEL) in Q2 2025, closing a stake of 51 shares — an estimated $3.74K sold.

IFS Advisors first reported a position in SHEL in Q2 2023 and held it in 2 quarters. The position peaked at $8.03K in Q2 2023. 1,393 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

IFS Advisors reported no remaining Shell position as of Q2 2025 after selling out during the quarter.
IFS Advisors sold 51 Shell shares in Q2 2025, an estimated $3.74K.
IFS Advisors first reported a position in Shell in Q2 2023 and held it in 2 quarters.
IFS Advisors's Shell position peaked at $8.03K in Q2 2023.
1,393 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on IFS Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.