Key Client Fiduciary Advisors’s Shell SHEL Stock Holding History

Key Client Fiduciary 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	$313K	Buy	4,032 +12	+0.3%	+$1.04K	0.09%	172
2026 Q1	$374K	Sell	4,020 -392	-9%	-$31.7K	0.13%	142
2025 Q4	$324K	Sell	4,412 -747	-14%	-$55K	0.11%	148
2025 Q3	$369K	Buy	5,159 +641	+14%	+$46.2K	0.12%	146
2025 Q2	$318K	Buy	4,518 +138	+3%	+$9.25K	0.13%	153
2025 Q1	$321K	Buy	4,380 +1	+0%	+$67	0.15%	141
2024 Q4	$274K	Sell	4,379 -128	-3%	-$8.39K	0.12%	155
2024 Q3	$297K	Sell	4,507 -168	-4%	-$11.9K	0.13%	148
2024 Q2	$337K	Sell	4,675 -130	-3%	-$9.29K	0.17%	129
2024 Q1	$322K	Buy	4,805 +17	+0.4%	+$1.09K	0.17%	132
2023 Q4	$315K	Sell	4,788 -267	-5%	-$17.5K	0.18%	131
2023 Q3	$325K	Buy	5,055 +5	+0.1%	+$311	0.2%	116
2023 Q2	$305K	Buy	5,050 +29	+0.6%	+$1.74K	0.18%	127
2023 Q1	$289K	Sell	5,021 -444	-8%	-$26.1K	0.18%	123
2022 Q4	$311K	Buy	+5,465	New	+$301K	0.21%	109

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

Key Client Fiduciary Advisors's SHEL Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its Shell (SHEL) stake by 0.3% in Q2 2026, buying an estimated $1.04K and bringing the position to 4,032 shares worth $313K. The position accounts for 0.09% of the portfolio, ranked #172.

Key Client Fiduciary Advisors first reported a position in SHEL in Q4 2022 and has held it in 15 quarters since. The position peaked at $374K in Q1 2026. 1,525 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Key Client Fiduciary Advisors held 4,032 shares of Shell worth $313K as of Q2 2026.
Key Client Fiduciary Advisors bought 12 Shell shares in Q2 2026, an estimated $1.04K.
Shell made up 0.09% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #172 holding.
Key Client Fiduciary Advisors first reported a position in Shell in Q4 2022 and has held it in 15 quarters since.
Key Client Fiduciary Advisors's Shell position peaked at $374K in Q1 2026.
1,525 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.