Mark Sheptoff Financial Planning’s Shell SHEL Stock Holding History

Mark Sheptoff Financial Planning’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	$31K	Hold	400	–	–	0.02%	230
2026 Q1	$35.9K	Sell	400 -350	-47%	-$28.3K	0.02%	209
2025 Q4	$55.1K	Hold	750	–	–	0.03%	191
2025 Q3	$53.6K	Hold	750	–	–	0.03%	187
2025 Q2	$52.8K	Hold	750	–	–	0.03%	181
2025 Q1	$55K	Hold	750	–	–	0.03%	165
2024 Q4	$47K	Hold	750	–	–	0.03%	182
2024 Q3	$49.5K	Hold	750	–	–	0.03%	173
2024 Q2	$54.1K	Hold	750	–	–	0.03%	174
2024 Q1	$50.3K	Hold	750	–	–	0.03%	174
2023 Q4	$49.4K	Hold	750	–	–	0.03%	162
2023 Q3	$48.3K	Sell	750 -350	-32%	-$21.8K	0.03%	151
2023 Q2	$66.4K	Buy	1,100 +50	+5%	+$3K	0.04%	141
2023 Q1	$60.4K	Buy	1,050 +300	+40%	+$17.6K	0.04%	143
2022 Q4	$42.7K	Hold	750	–	–	0.03%	161
2022 Q3	$37K	Sell	750 -11,450	-94%	-$590K	0.02%	163
2022 Q2	$638K	Buy	+12,200	New	+$685K	0.37%	50

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

Mark Sheptoff Financial Planning's SHEL Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Shell (SHEL) position steady in Q2 2026 at 400 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #230.

Mark Sheptoff Financial Planning first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $638K in Q2 2022. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Mark Sheptoff Financial Planning held 400 shares of Shell worth $31K as of Q2 2026.
Mark Sheptoff Financial Planning left its Shell share count unchanged in Q2 2026.
Shell made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #230 holding.
Mark Sheptoff Financial Planning first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
Mark Sheptoff Financial Planning's Shell position peaked at $638K in Q2 2022.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.