IFG
SHEL icon

Independent Financial Group’s Shell SHEL Stock Holding History

Independent Financial Group’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 		$1.08M Sell
13,902
-91
-0.7% -$7.86K 0.02% 655
2026
Q1 		$1.3M Buy
13,993
+419
+3% +$33.9K 0.03% 535
2025
Q4 		$997K Sell
13,574
-553
-4% -$40.7K 0.02% 621
2025
Q3 		$1.01M Buy
14,127
+907
+7% +$65.3K 0.02% 593
2025
Q2 		$931K Buy
13,220
+15
+0.1% +$1K 0.03% 568
2025
Q1 		$968K Buy
13,205
+419
+3% +$28.2K 0.03% 490
2024
Q4 		$801K Buy
12,786
+103
+0.8% +$6.75K 0.03% 539
2024
Q3 		$836K Sell
12,683
-196
-2% -$13.9K 0.03% 492
2024
Q2 		$930K Buy
12,879
+1,513
+13% +$108K 0.04% 423
2024
Q1 		$762K Sell
11,366
-134
-1% -$8.59K 0.04% 457
2023
Q4 		$757K Buy
11,500
+1,045
+10% +$68.6K 0.04% 437
2023
Q3 		$673K Buy
10,455
+304
+3% +$18.9K 0.04% 421
2023
Q2 		$613K Buy
10,151
+388
+4% +$23.3K 0.04% 427
2023
Q1 		$562K Buy
9,763
+296
+3% +$17.4K 0.04% 423
2022
Q4 		$539K Sell
9,467
-190
-2% -$10.5K 0.05% 402
2022
Q3 		$481K Sell
9,657
-103
-1% -$5.31K 0.04% 405
2022
Q2 		$510K Sell
9,760
-196
-2% -$11K 0.05% 381
2022
Q1 		$547K Buy
+9,956
New +$529K 0.04% 405

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Independent Financial Group's SHEL Position: Q2 2026 in Review

Independent Financial Group reduced its Shell (SHEL) stake by 0.65% in Q2 2026, selling an estimated $7.86K and leaving 13,902 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #655.

Independent Financial Group first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.3M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Independent Financial Group held 13,902 shares of Shell worth $1.08M as of Q2 2026.
  • Independent Financial Group sold 91 Shell shares in Q2 2026, an estimated $7.86K.
  • Shell made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #655 holding.
  • Independent Financial Group first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Independent Financial Group's Shell position peaked at $1.3M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.