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Kerr Financial Planning’s Shell SHEL Stock Holding History

Kerr Financial Planning’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 		$7.57K Hold
98
– – 0.01% 400
2026
Q1 		$8.58K Buy
98
+2
+2% +$162 0.01% 378
2025
Q4 		$7.24K Sell
96
-38
-28% -$2.8K 0.01% 393
2025
Q3 		$10.2K Buy
+134
New +$9.65K 0.01% 354

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

Kerr Financial Planning's SHEL Position: Q2 2026 in Review

Kerr Financial Planning held its Shell (SHEL) position steady in Q2 2026 at 98 shares worth $7.57K. The position accounts for 0.01% of the portfolio, ranked #400.

Kerr Financial Planning first reported a position in SHEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.2K in Q3 2025. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Kerr Financial Planning held 98 shares of Shell worth $7.57K as of Q2 2026.
  • Kerr Financial Planning left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #400 holding.
  • Kerr Financial Planning first reported a position in Shell in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Shell position peaked at $10.2K in Q3 2025.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.