Lantern Wealth Advisors’s Shell SHEL Stock Holding History

Lantern 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	–	Sell	-2,469	Closed	-$230K	–	193
2026 Q1	$230K	Buy	+2,469	New	+$200K	0.12%	158

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

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

Lantern Wealth Advisors sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,469 shares — an estimated $230K sold.

Lantern Wealth Advisors first reported a position in SHEL in Q1 2026 and held it in 1 quarter. The position peaked at $230K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Lantern Wealth Advisors reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Lantern Wealth Advisors sold 2,469 Shell shares in Q2 2026, an estimated $230K.
Lantern Wealth Advisors first reported a position in Shell in Q1 2026 and held it in 1 quarter.
Lantern Wealth Advisors's Shell position peaked at $230K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.