Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$30.2K Buy
389
+282
+264% +$24.3K ﹤0.01% 587
2026
Q1
$9.95K Sell
107
-9
-8% -$727 ﹤0.01% 330
2025
Q4
$8.52K Buy
+116
New +$8.54K ﹤0.01% 351

Other funds holding SHEL

IMA Advisory Services's SHEL Position: Q2 2026 in Review

IMA Advisory Services increased its Shell (SHEL) stake by 264% in Q2 2026, buying an estimated $24.3K and bringing the position to 389 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

IMA Advisory Services first reported a position in SHEL in Q4 2025 and has held it in 3 quarters since. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • IMA Advisory Services held 389 shares of Shell worth $30.2K as of Q2 2026.
  • IMA Advisory Services bought 282 Shell shares in Q2 2026, an estimated $24.3K.
  • Shell made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #587 holding.
  • IMA Advisory Services first reported a position in Shell in Q4 2025 and has held it in 3 quarters since.
  • 1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.