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Larry Mathis Financial Planning’s Shell SHEL Stock Holding History

Larry Mathis Financial Planning’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 		$625K Sell
8,060
-370
-4% -$31.9K 0.48% 54
2026
Q1 		$784K Sell
8,430
-144
-2% -$11.6K 0.7% 33
2025
Q4 		$630K Buy
+8,574
New +$632K 0.56% 49

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

Larry Mathis Financial Planning's SHEL Position: Q2 2026 in Review

Larry Mathis Financial Planning reduced its Shell (SHEL) stake by 4.4% in Q2 2026, selling an estimated $31.9K and leaving 8,060 shares worth $625K. The position accounts for 0.48% of the portfolio, ranked #54.

Larry Mathis Financial Planning first reported a position in SHEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $784K in Q1 2026. 1,520 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Larry Mathis Financial Planning held 8,060 shares of Shell worth $625K as of Q2 2026.
  • Larry Mathis Financial Planning sold 370 Shell shares in Q2 2026, an estimated $31.9K.
  • Shell made up 0.48% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #54 holding.
  • Larry Mathis Financial Planning first reported a position in Shell in Q4 2025 and has held it in 3 quarters since.
  • Larry Mathis Financial Planning's Shell position peaked at $784K in Q1 2026.
  • 1,520 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.