Level Four Advisory Services’s Shell SHEL Stock Holding History

Level Four Advisory Services’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	$2.01M	Sell	25,906 -411	-2%	-$35.5K	0.06%	304
2026 Q1	$2.45M	Buy	26,317 +341	+1%	+$27.6K	0.08%	268
2025 Q4	$1.91M	Buy	25,976 +44	+0.2%	+$3.24K	0.06%	286
2025 Q3	$1.86M	Buy	25,932 +1,141	+5%	+$82.2K	0.06%	285
2025 Q2	$1.75M	Sell	24,791 -1,753	-7%	-$118K	0.06%	271
2025 Q1	$1.95M	Buy	26,544 +3,953	+17%	+$266K	0.08%	246
2024 Q4	$1.42M	Buy	22,591 +1,087	+5%	+$71.2K	0.06%	286
2024 Q3	$1.45M	Sell	21,504 -1,263	-6%	-$89.5K	0.06%	281
2024 Q2	$1.64M	Buy	22,767 +2,161	+10%	+$154K	0.07%	262
2024 Q1	$1.36M	Buy	20,606 +489	+2%	+$31.3K	0.07%	254
2023 Q4	$1.32M	Sell	20,117 -2,641	-12%	-$173K	0.07%	255
2023 Q3	$1.47M	Buy	22,758 +4,388	+24%	+$273K	0.09%	230
2023 Q2	$1.11M	Sell	18,370 -473	-3%	-$28.4K	0.07%	271
2023 Q1	$1.08M	Sell	18,843 -803	-4%	-$47.2K	0.07%	265
2022 Q4	$1.12M	Buy	19,646 +418	+2%	+$23K	0.08%	230
2022 Q3	$957K	Sell	19,228 -837	-4%	-$43.1K	0.09%	212
2022 Q2	$1.05M	Sell	20,065 -3,112	-13%	-$175K	0.1%	207
2022 Q1	$1.27M	Buy	+23,177	New	+$1.23M	0.1%	201

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

Level Four Advisory Services's SHEL Position: Q2 2026 in Review

Level Four Advisory Services reduced its Shell (SHEL) stake by 1.6% in Q2 2026, selling an estimated $35.5K and leaving 25,906 shares worth $2.01M. The position accounts for 0.06% of the portfolio, ranked #304.

Level Four Advisory Services first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.45M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Level Four Advisory Services held 25,906 shares of Shell worth $2.01M as of Q2 2026.
Level Four Advisory Services sold 411 Shell shares in Q2 2026, an estimated $35.5K.
Shell made up 0.06% of Level Four Advisory Services's portfolio in Q2 2026, its #304 holding.
Level Four Advisory Services first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Level Four Advisory Services's Shell position peaked at $2.45M in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.