LPL Financial
SHEL icon

LPL Financial’s Shell SHEL Stock Holding History

LPL 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 		$72.2M Buy
931,658
+25,204
+3% +$2.18M 0.02% 842
2026
Q1 		$84.3M Buy
906,454
+63,873
+8% +$5.16M 0.02% 665
2025
Q4 		$61.9M Buy
842,581
+23,859
+3% +$1.76M 0.02% 774
2025
Q3 		$58.6M Buy
818,722
+61,352
+8% +$4.42M 0.02% 773
2025
Q2 		$53.3M Sell
757,370
-58,433
-7% -$3.92M 0.02% 733
2025
Q1 		$59.8M Buy
815,803
+92,269
+13% +$6.22M 0.02% 617
2024
Q4 		$45.3M Sell
723,534
-5,250
-0.7% -$344K 0.02% 698
2024
Q3 		$48.1M Sell
728,784
-15,107
-2% -$1.07M 0.02% 634
2024
Q2 		$53.7M Buy
743,891
+55,297
+8% +$3.95M 0.03% 533
2024
Q1 		$46.2M Buy
688,594
+24,061
+4% +$1.54M 0.02% 571
2023
Q4 		$43.7M Buy
664,533
+31,246
+5% +$2.05M 0.03% 548
2023
Q3 		$40.8M Buy
633,287
+62,792
+11% +$3.91M 0.03% 520
2023
Q2 		$34.4M Buy
570,495
+5,452
+1% +$327K 0.02% 570
2023
Q1 		$32.5M Buy
565,043
+69,203
+14% +$4.07M 0.03% 549
2022
Q4 		$28.2M Buy
495,840
+1,399
+0.3% +$77.1K 0.02% 572
2022
Q3 		$24.6M Buy
494,441
+28,698
+6% +$1.48M 0.02% 556
2022
Q2 		$24.4M Buy
+465,743
New +$26.2M 0.02% 571

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

LPL Financial's SHEL Position: Q2 2026 in Review

LPL Financial increased its Shell (SHEL) stake by 2.8% in Q2 2026, buying an estimated $2.18M and bringing the position to 931,658 shares worth $72.2M. The position accounts for 0.02% of the portfolio, ranked #842.

LPL Financial first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $84.3M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • LPL Financial held 931,658 shares of Shell worth $72.2M as of Q2 2026.
  • LPL Financial bought 25,204 Shell shares in Q2 2026, an estimated $2.18M.
  • Shell made up 0.02% of LPL Financial's portfolio in Q2 2026, its #842 holding.
  • LPL Financial first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
  • LPL Financial's Shell position peaked at $84.3M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.