Ignite Planners’s Shell SHEL Stock Holding History

Ignite Planners’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	$658K	Buy	8,485 +34	+0.4%	+$2.94K	0.09%	222
2026 Q1	$786K	Buy	8,451 +18	+0.2%	+$1.45K	0.12%	177
2025 Q4	$650K	Buy	8,433 +15	+0.2%	+$1.1K	0.1%	205
2025 Q3	$602K	Buy	8,418 +22	+0.3%	+$1.58K	0.1%	197
2025 Q2	$590K	Sell	8,396 -14	-0.2%	-$938	0.1%	191
2025 Q1	$545K	Buy	8,410 +22	+0.3%	+$1.48K	0.11%	187
2024 Q4	$541K	Buy	8,388 +68	+0.8%	+$4.46K	0.12%	162
2024 Q3	$549K	Buy	8,320 +22	+0.3%	+$1.56K	0.13%	155
2024 Q2	$608K	Buy	8,298 +20	+0.2%	+$1.43K	0.15%	136
2024 Q1	$562K	Buy	8,278 +22	+0.3%	+$1.41K	0.16%	140
2023 Q4	$544K	Buy	8,256 +21	+0.3%	+$1.38K	0.16%	142
2023 Q3	$516K	Buy	8,235 +20	+0.2%	+$1.25K	0.16%	154
2023 Q2	$490K	Buy	8,215 +20	+0.2%	+$1.2K	0.19%	122
2023 Q1	$498K	Buy	8,195 +450	+6%	+$26.5K	0.2%	123
2022 Q4	$453K	Buy	7,745 +1,350	+21%	+$74.4K	0.19%	139
2022 Q3	$334K	Buy	+6,395	New	+$330K	0.27%	116

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

Ignite Planners's SHEL Position: Q2 2026 in Review

Ignite Planners increased its Shell (SHEL) stake by 0.4% in Q2 2026, buying an estimated $2.94K and bringing the position to 8,485 shares worth $658K. The position accounts for 0.09% of the portfolio, ranked #222.

Ignite Planners first reported a position in SHEL in Q3 2022 and has held it in 16 quarters since. The position peaked at $786K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Ignite Planners held 8,485 shares of Shell worth $658K as of Q2 2026.
Ignite Planners bought 34 Shell shares in Q2 2026, an estimated $2.94K.
Shell made up 0.09% of Ignite Planners's portfolio in Q2 2026, its #222 holding.
Ignite Planners first reported a position in Shell in Q3 2022 and has held it in 16 quarters since.
Ignite Planners's Shell position peaked at $786K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.