Kingswood Wealth Advisors’s Shell SHEL Stock Holding History

Kingswood Wealth 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	$257K	Buy	3,314 +231	+7%	+$19.9K	0.01%	847
2026 Q1	$287K	Sell	3,083 -192	-6%	-$15.5K	0.01%	729
2025 Q4	$241K	Buy	+3,275	New	+$241K	0.01%	757
2024 Q3	–	Sell	-3,862	Closed	-$279K	–	739
2024 Q2	$279K	Sell	3,862 -55	-1%	-$3.93K	0.03%	546
2024 Q1	$263K	Sell	3,917 -8,755	-69%	-$561K	0.03%	521
2023 Q4	$834K	Sell	12,672 -13,236	-51%	-$869K	0.09%	233
2023 Q3	$1.67M	Buy	+25,908	New	+$1.61M	0.29%	93

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

Kingswood Wealth Advisors's SHEL Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Shell (SHEL) stake by 7.5% in Q2 2026, buying an estimated $19.9K and bringing the position to 3,314 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #847.

Kingswood Wealth Advisors first reported a position in SHEL in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.67M in Q3 2023. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Kingswood Wealth Advisors held 3,314 shares of Shell worth $257K as of Q2 2026.
Kingswood Wealth Advisors bought 231 Shell shares in Q2 2026, an estimated $19.9K.
Shell made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #847 holding.
Kingswood Wealth Advisors first reported a position in Shell in Q3 2023 and has held it in 7 quarters since.
Kingswood Wealth Advisors's Shell position peaked at $1.67M in Q3 2023.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.