LaSalle St. Investment Advisors’s Shell SHEL Stock Holding History

LaSalle St. Investment 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	$394K	Sell	5,075 -499	-9%	-$43.1K	0.05%	268
2026 Q1	$518K	Sell	5,574 -2	-0%	-$162	0.07%	203
2025 Q4	$409K	Buy	5,576 +115	+2%	+$8.47K	0.07%	225
2025 Q3	$390K	Sell	5,461 -2,343	-30%	-$169K	0.07%	207
2025 Q2	$549K	Sell	7,804 -284	-4%	-$19K	0.15%	141
2025 Q1	$592K	Buy	8,088 +115	+1%	+$7.75K	0.14%	131
2024 Q4	$499K	Buy	7,973 +1,193	+18%	+$78.2K	0.15%	132
2024 Q3	$447K	Hold	6,780	–	–	0.18%	107
2024 Q2	$489K	Buy	6,780 +2,717	+67%	+$194K	0.24%	76
2024 Q1	$271K	Buy	+4,063	New	+$260K	0.15%	106

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

LaSalle St. Investment Advisors's SHEL Position: Q2 2026 in Review

LaSalle St. Investment Advisors reduced its Shell (SHEL) stake by 9% in Q2 2026, selling an estimated $43.1K and leaving 5,075 shares worth $394K. The position accounts for 0.05% of the portfolio, ranked #268.

LaSalle St. Investment Advisors first reported a position in SHEL in Q1 2024 and has held it in 10 quarters since. The position peaked at $592K in Q1 2025. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

LaSalle St. Investment Advisors held 5,075 shares of Shell worth $394K as of Q2 2026.
LaSalle St. Investment Advisors sold 499 Shell shares in Q2 2026, an estimated $43.1K.
Shell made up 0.05% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #268 holding.
LaSalle St. Investment Advisors first reported a position in Shell in Q1 2024 and has held it in 10 quarters since.
LaSalle St. Investment Advisors's Shell position peaked at $592K in Q1 2025.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.