L.J. Altfest & Co’s Shell SHEL Stock Holding History

L.J. Altfest & Co’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	–	Sell	-2,221	Closed	-$207K	–	348
2026 Q1	$207K	Buy	+2,221	New	+$179K	0.02%	313
2024 Q4	–	Sell	-3,495	Closed	-$230K	–	361
2024 Q3	$230K	Buy	3,495 +566	+19%	+$40.1K	0.03%	305
2024 Q2	$211K	Buy	+2,929	New	+$209K	0.03%	300
2023 Q4	–	Sell	-3,382	Closed	-$218K	–	324
2023 Q3	$218K	Sell	3,382 -11	-0.3%	-$685	0.03%	276
2023 Q2	$205K	Buy	+3,393	New	+$204K	0.03%	281

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

L.J. Altfest & Co's SHEL Position: Q2 2026 in Review

L.J. Altfest & Co sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,221 shares — an estimated $207K sold.

L.J. Altfest & Co first reported a position in SHEL in Q2 2023 and held it in 5 quarters. The position peaked at $230K in Q3 2024. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

L.J. Altfest & Co reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
L.J. Altfest & Co sold 2,221 Shell shares in Q2 2026, an estimated $207K.
L.J. Altfest & Co first reported a position in Shell in Q2 2023 and held it in 5 quarters.
L.J. Altfest & Co's Shell position peaked at $230K in Q3 2024.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.