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Kelleher Financial Advisors’s Shell SHEL Stock Holding History

Kelleher Financial 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 		$155K Buy
2,000
+1,000
+100% +$86.3K 0.02% 320
2026
Q1 		$93K Hold
1,000
– – 0.02% 307
2025
Q4 		$73.5K Hold
1,000
– – 0.02% 352
2025
Q3 		$71.5K Buy
+1,000
New +$72K 0.02% 297

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

Kelleher Financial Advisors's SHEL Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Shell (SHEL) stake by 100% in Q2 2026, buying an estimated $86.3K and bringing the position to 2,000 shares worth $155K. The position accounts for 0.02% of the portfolio, ranked #320.

Kelleher Financial Advisors first reported a position in SHEL in Q3 2025 and has held it in 4 quarters since. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Kelleher Financial Advisors held 2,000 shares of Shell worth $155K as of Q2 2026.
  • Kelleher Financial Advisors bought 1,000 Shell shares in Q2 2026, an estimated $86.3K.
  • Shell made up 0.02% of Kelleher Financial Advisors's portfolio in Q2 2026, its #320 holding.
  • Kelleher Financial Advisors first reported a position in Shell in Q3 2025 and has held it in 4 quarters since.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.