KFI
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Key Financial Inc’s Shell SHEL Stock Holding History

Key Financial Inc’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 		$72.9K Buy
941
+352
+60% +$30.4K 0.01% 475
2026
Q1 		$54.8K Buy
589
+110
+23% +$8.89K 0.01% 508
2025
Q4 		$35.2K Sell
479
-264
-36% -$19.4K 0.01% 605
2025
Q3 		$53.8K Buy
743
+241
+48% +$17.4K 0.01% 503
2025
Q2 		$35.4K Sell
502
-300
-37% -$20.1K 0.01% 567
2025
Q1 		$58.8K Sell
802
-164
-17% -$11K 0.01% 455
2024
Q4 		$60.5K Buy
966
+64
+7% +$4.19K 0.01% 444
2024
Q3 		$59.5K Buy
902
+1
+0.1% +$71 0.01% 455
2024
Q2 		$65K Buy
901
+112
+14% +$8.01K 0.02% 414
2024
Q1 		$52.9K Hold
789
– – 0.01% 428
2023
Q4 		$51.9K Buy
789
+307
+64% +$20.1K 0.01% 420
2023
Q3 		$31.1K Hold
482
– – 0.01% 482
2023
Q2 		$29.1K Buy
482
+1
+0.2% +$60 0.01% 495
2023
Q1 		$27.7K Buy
481
+52
+12% +$3.06K 0.01% 477
2022
Q4 		$21.3K Hold
429
– – 0.01% 484
2022
Q3 		$21K Hold
429
– – 0.01% 493
2022
Q2 		$22K Hold
429
– – 0.01% 493
2022
Q1 		$24K Buy
+429
New +$22.8K 0.01% 471

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

Key Financial Inc's SHEL Position: Q2 2026 in Review

Key Financial Inc increased its Shell (SHEL) stake by 60% in Q2 2026, buying an estimated $30.4K and bringing the position to 941 shares worth $72.9K. The position accounts for 0.01% of the portfolio, ranked #475.

Key Financial Inc first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Key Financial Inc held 941 shares of Shell worth $72.9K as of Q2 2026.
  • Key Financial Inc bought 352 Shell shares in Q2 2026, an estimated $30.4K.
  • Shell made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #475 holding.
  • Key Financial Inc first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.