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Innovative Asset Advisors Group’s Shell SHEL Stock Holding History

Innovative Asset Advisors 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 		– Sell
-559
Closed -$52K – 890
2026
Q1 		$52K Buy
+559
New +$45.2K 0.03% 301

Other funds holding SHEL

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Innovative Asset Advisors Group's SHEL Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Shell (SHEL) in Q2 2026, closing a stake of 559 shares — an estimated $52K sold.

Innovative Asset Advisors Group first reported a position in SHEL in Q1 2026 and held it in 1 quarter. The position peaked at $52K in Q1 2026. 1,458 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 559 Shell shares in Q2 2026, an estimated $52K.
  • Innovative Asset Advisors Group first reported a position in Shell in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Shell position peaked at $52K in Q1 2026.
  • 1,458 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.