JWCA
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J.W. Cole Advisors’s Shell SHEL Stock Holding History

J.W. Cole 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
2026
Q2 		$2.28M Buy
+29,390
New +$2.54M 0.04% 452
2026
Q1 		– Sell
-28,510
Closed -$1.92M – 1366
2025
Q4 		$1.92M Sell
28,510
-622
-2% -$45.8K 0.05% 399
2025
Q3 		$2.08M Buy
29,132
+853
+3% +$61.4K 0.04% 435
2025
Q2 		$1.99M Sell
28,279
-123
-0.4% -$8.24K 0.04% 419
2025
Q1 		$2.08M Buy
28,402
+13,528
+91% +$911K 0.06% 310
2024
Q4 		$932K Buy
14,874
+2,615
+21% +$171K 0.04% 432
2024
Q3 		$808K Sell
12,259
-602
-5% -$42.6K 0.03% 446
2024
Q2 		$928K Buy
12,861
+887
+7% +$63.4K 0.04% 368
2024
Q1 		$804K Sell
11,974
-47
-0.4% -$3.01K 0.04% 391
2023
Q4 		$791K Buy
12,021
+1,878
+19% +$123K 0.05% 343
2023
Q3 		$653K Buy
10,143
+956
+10% +$59.5K 0.05% 350
2023
Q2 		$555K Buy
9,187
+253
+3% +$15.2K 0.04% 397
2023
Q1 		$514K Buy
8,934
+878
+11% +$51.7K 0.04% 442
2022
Q4 		$459K Buy
8,056
+948
+13% +$52.3K 0.04% 442
2022
Q3 		$354K Buy
7,108
+666
+10% +$34.3K 0.03% 484
2022
Q2 		$337K Sell
6,442
-102
-2% -$5.73K 0.03% 513
2022
Q1 		$359K Buy
+6,544
New +$347K 0.02% 561

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

J.W. Cole Advisors's SHEL Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Shell (SHEL) in Q2 2026: 29,390 shares worth $2.28M. The stake represents 0.04% of the portfolio and ranks #452 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in SHEL as recently as Q4 2025.

J.W. Cole Advisors first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • J.W. Cole Advisors held 29,390 shares of Shell worth $2.28M as of Q2 2026.
  • Shell was a new J.W. Cole Advisors position in Q2 2026.
  • Shell made up 0.04% of J.W. Cole Advisors's portfolio in Q2 2026, its #452 holding.
  • J.W. Cole Advisors first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.