JFS Wealth Advisors’s Shell SHEL Stock Holding History

JFS Wealth 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	$294K	Sell	3,790 -536	-12%	-$46.3K	0.01%	299
2026 Q1	$402K	Sell	4,326 -800	-16%	-$64.6K	0.02%	249
2025 Q4	$377K	Hold	5,126	–	–	0.02%	249
2025 Q3	$367K	Hold	5,126	–	–	0.02%	254
2025 Q2	$361K	Buy	5,126 +2,091	+69%	+$140K	0.02%	239
2025 Q1	$222K	Hold	3,035	–	–	0.02%	288
2024 Q4	$190K	Hold	3,035	–	–	0.01%	294
2024 Q3	$200K	Hold	3,035	–	–	0.01%	290
2024 Q2	$219K	Sell	3,035 -13	-0.4%	-$929	0.02%	236
2024 Q1	$204K	Buy	3,048 +1	+0%	+$64	0.02%	243
2023 Q4	$200K	Buy	3,047 +75	+3%	+$4.92K	0.02%	236
2023 Q3	$191K	Sell	2,972 -77	-3%	-$4.79K	0.02%	229
2023 Q2	$184K	Sell	3,049 -17	-0.6%	-$1.02K	0.02%	226
2023 Q1	$176K	Buy	3,066 +6	+0.2%	+$353	0.02%	226
2022 Q4	$174K	Sell	3,060 -383	-11%	-$21.1K	0.02%	227
2022 Q3	$171K	Buy	3,443 +313	+10%	+$16.1K	0.02%	228
2022 Q2	$164K	Buy	3,130 +244	+8%	+$13.7K	0.02%	237
2022 Q1	$159K	Buy	+2,886	New	+$153K	0.02%	250

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

JFS Wealth Advisors's SHEL Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Shell (SHEL) stake by 12% in Q2 2026, selling an estimated $46.3K and leaving 3,790 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #299.

JFS Wealth Advisors first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $402K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

JFS Wealth Advisors held 3,790 shares of Shell worth $294K as of Q2 2026.
JFS Wealth Advisors sold 536 Shell shares in Q2 2026, an estimated $46.3K.
Shell made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #299 holding.
JFS Wealth Advisors first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
JFS Wealth Advisors's Shell position peaked at $402K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.