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Kovack Advisors’s Shell SHEL Stock Holding History

Kovack 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
2023
Q1 		– Sell
-4
Closed -$1.07K – 649
2022
Q4 		$1.07K Hold
4
– – ﹤0.01% 552
2022
Q3 		$1K Hold
4
– – ﹤0.01% 564
2022
Q2 		$2K Sell
4
-1
-20% -$56 ﹤0.01% 608
2022
Q1 		$2K Buy
+5
New +$265 ﹤0.01% 729

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

Kovack Advisors's SHEL Position: Q2 2026 in Review

Kovack Advisors reduced its Shell (SHEL) stake by 5.8% in Q2 2026, selling an estimated $38.6K and leaving 7,284 shares worth $558K. The position accounts for 0.03% of the portfolio, ranked #590.

Kovack Advisors first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $863K in Q1 2023. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Kovack Advisors held 7,284 shares of Shell worth $558K as of Q2 2026.
  • Kovack Advisors sold 447 Shell shares in Q2 2026, an estimated $38.6K.
  • Shell made up 0.03% of Kovack Advisors's portfolio in Q2 2026, its #590 holding.
  • Kovack Advisors first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Kovack Advisors's Shell position peaked at $863K in Q1 2023.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.