LWA
SHEL icon

Legacy Wealth Advisors’s Shell SHEL Stock Holding History

Legacy 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 		$272K Sell
3,506
-98
-3% -$8.46K 0.12% 110
2026
Q1 		$335K Buy
+3,604
New +$291K 0.17% 64

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

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

Legacy Wealth Advisors reduced its Shell (SHEL) stake by 2.7% in Q2 2026, selling an estimated $8.46K and leaving 3,506 shares worth $272K. The position accounts for 0.12% of the portfolio, ranked #110.

Legacy Wealth Advisors first reported a position in SHEL in Q1 2026 and has held it in 2 quarters since. The position peaked at $335K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Legacy Wealth Advisors held 3,506 shares of Shell worth $272K as of Q2 2026.
  • Legacy Wealth Advisors sold 98 Shell shares in Q2 2026, an estimated $8.46K.
  • Shell made up 0.12% of Legacy Wealth Advisors's portfolio in Q2 2026, its #110 holding.
  • Legacy Wealth Advisors first reported a position in Shell in Q1 2026 and has held it in 2 quarters since.
  • Legacy Wealth Advisors's Shell position peaked at $335K in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Legacy Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.