Lloyd Advisory Services’s Shell SHEL Stock Holding History

Lloyd 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	–	Sell	-164	Closed	-$15.3K	–	943
2026 Q1	$15.3K	Buy	+164	New	+$13.3K	﹤0.01%	426
2023 Q4	–	Sell	-6,665	Closed	-$429K	–	306
2023 Q3	$429K	Buy	+6,665	New	+$415K	0.14%	145
2022 Q2	–	Sell	-14	Closed	-$1K	–	466
2022 Q1	$1K	Buy	+14	New	+$743	﹤0.01%	580

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

Lloyd Advisory Services's SHEL Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Shell (SHEL) in Q2 2026, closing a stake of 164 shares — an estimated $15.3K sold.

Lloyd Advisory Services first reported a position in SHEL in Q1 2022 and held it in 3 quarters. The position peaked at $429K in Q3 2023. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Lloyd Advisory Services reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 164 Shell shares in Q2 2026, an estimated $15.3K.
Lloyd Advisory Services first reported a position in Shell in Q1 2022 and held it in 3 quarters.
Lloyd Advisory Services's Shell position peaked at $429K in Q3 2023.
1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.