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Johnson Financial Group LLC (Colorado)’s Shell SHEL Stock Holding History

Johnson Financial Group LLC (Colorado)’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 		$304K Buy
3,924
+455
+13% +$39.3K 0.02% 212
2026
Q1 		$323K Buy
3,469
+284
+9% +$22.9K 0.02% 126
2025
Q4 		$234K Buy
+3,185
New +$235K 0.01% 108

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

Johnson Financial Group LLC (Colorado)'s SHEL Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) increased its Shell (SHEL) stake by 13% in Q2 2026, buying an estimated $39.3K and bringing the position to 3,924 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #212.

Johnson Financial Group LLC (Colorado) first reported a position in SHEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $323K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Johnson Financial Group LLC (Colorado) held 3,924 shares of Shell worth $304K as of Q2 2026.
  • Johnson Financial Group LLC (Colorado) bought 455 Shell shares in Q2 2026, an estimated $39.3K.
  • Shell made up 0.02% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #212 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in Shell in Q4 2025 and has held it in 3 quarters since.
  • Johnson Financial Group LLC (Colorado)'s Shell position peaked at $323K in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.