Lido Advisors
SHEL icon

Lido Advisors’s Shell SHEL Stock Holding History

Lido 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 		$302K Buy
3,900
+1,400
+56% +$121K ﹤0.01% 1749
2026
Q1 		$233K Buy
2,500
+500
+25% +$40.4K ﹤0.01% 1704
2025
Q4 		$147K Hold
2,000
– – ﹤0.01% 1811
2025
Q3 		$143K Hold
2,000
– – ﹤0.01% 1726
2025
Q2 		$141K Buy
+2,000
New +$134K ﹤0.01% 1562

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

Lido Advisors's SHEL Position: Q2 2026 in Review

Lido Advisors increased its Shell (SHEL) stake by 0.33% in Q2 2026, buying an estimated $12.7K and bringing the position to 44,421 shares worth $3.44M. The position accounts for 0.01% of the portfolio, ranked #606.

Lido Advisors first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.12M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Lido Advisors held 44,421 shares of Shell worth $3.44M as of Q2 2026.
  • Lido Advisors bought 147 Shell shares in Q2 2026, an estimated $12.7K.
  • Shell made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #606 holding.
  • Lido Advisors first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
  • Lido Advisors's Shell position peaked at $4.12M in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.