M Holdings Securities’s Shell SHEL Stock Holding History

M Holdings Securities’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	-13,091	Closed	-$1.15M	–	261
2026 Q1	$1.15M	Buy	13,091 +355	+3%	+$28.7K	0.08%	185
2025 Q4	$936K	Buy	+12,736	New	+$938K	0.07%	200
2023 Q2	–	Sell	-3,748	Closed	-$216K	–	407
2023 Q1	$216K	Buy	+3,748	New	+$220K	0.02%	426

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

M Holdings Securities's SHEL Position: Q2 2026 in Review

M Holdings Securities sold out of Shell (SHEL) in Q2 2026, closing a stake of 13,091 shares — an estimated $1.15M sold.

M Holdings Securities first reported a position in SHEL in Q1 2023 and held it in 3 quarters. The position peaked at $1.15M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

M Holdings Securities reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
M Holdings Securities sold 13,091 Shell shares in Q2 2026, an estimated $1.15M.
M Holdings Securities first reported a position in Shell in Q1 2023 and held it in 3 quarters.
M Holdings Securities's Shell position peaked at $1.15M in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.