LF
SHEL icon

LifeSteps Financial’s Shell SHEL Stock Holding History

LifeSteps Financial’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 		$7.75K Buy
+100
New +$8.63K ﹤0.01% 459

Other funds holding SHEL

MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

LifeSteps Financial's SHEL Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Shell (SHEL) in Q2 2026: 100 shares worth $7.75K. The stake represents ﹤0.01% of the portfolio and ranks #459 among its holdings.

636 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • LifeSteps Financial held 100 shares of Shell worth $7.75K as of Q2 2026.
  • Shell was a new LifeSteps Financial position in Q2 2026.
  • Shell made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #459 holding.
  • 636 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.