Larson Financial Group’s Shell SHEL Stock Holding History

Larson Financial Group’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	$705K	Buy	9,089 +206	+2%	+$17.8K	0.02%	461
2026 Q1	$826K	Buy	8,883 +3,804	+75%	+$307K	0.03%	355
2025 Q4	$373K	Buy	5,079 +37	+0.7%	+$2.73K	0.01%	552
2025 Q3	$361K	Sell	5,042 -819	-14%	-$59K	0.01%	559
2025 Q2	$413K	Buy	5,861 +143	+3%	+$9.59K	0.02%	483
2025 Q1	$419K	Sell	5,718 -5	-0.1%	-$337	0.02%	443
2024 Q4	$359K	Sell	5,723 -663	-10%	-$43.4K	0.02%	438
2024 Q3	$421K	Buy	6,386 +6,270	+5,405%	+$444K	0.02%	375
2024 Q2	$8.37K	Hold	116	–	–	﹤0.01%	1311
2024 Q1	$7.78K	Sell	116 -207	-64%	-$13.3K	﹤0.01%	1108
2023 Q4	$21.3K	Buy	323 +17	+6%	+$1.12K	﹤0.01%	837
2023 Q3	$19.7K	Hold	306	–	–	﹤0.01%	816
2023 Q2	$18.5K	Sell	306 -433	-59%	-$26K	﹤0.01%	761
2023 Q1	$42.5K	Buy	739 +247	+50%	+$14.5K	﹤0.01%	588
2022 Q4	$28K	Hold	492	–	–	﹤0.01%	626
2022 Q3	$24K	Sell	492 -155	-24%	-$7.99K	﹤0.01%	597
2022 Q2	$34K	Hold	647	–	–	0.01%	449
2022 Q1	$36K	Buy	+647	New	+$34.3K	0.01%	430

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

Larson Financial Group's SHEL Position: Q2 2026 in Review

Larson Financial Group increased its Shell (SHEL) stake by 2.3% in Q2 2026, buying an estimated $17.8K and bringing the position to 9,089 shares worth $705K. The position accounts for 0.02% of the portfolio, ranked #461.

Larson Financial Group first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $826K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Larson Financial Group held 9,089 shares of Shell worth $705K as of Q2 2026.
Larson Financial Group bought 206 Shell shares in Q2 2026, an estimated $17.8K.
Shell made up 0.02% of Larson Financial Group's portfolio in Q2 2026, its #461 holding.
Larson Financial Group first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Larson Financial Group's Shell position peaked at $826K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.