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Mayflower Financial Advisors’s Shell SHEL Stock Holding History

Mayflower Financial Advisors’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 		$303K Buy
3,904
+893
+30% +$77.1K 0.03% 378
2026
Q1 		$280K Buy
3,011
+144
+5% +$11.6K 0.03% 362
2025
Q4 		$211K Buy
+2,867
New +$211K 0.03% 394
2025
Q2 		– Sell
-2,853
Closed -$209K – 407
2025
Q1 		$209K Buy
+2,853
New +$192K 0.03% 373
2023
Q4 		– Sell
-3,170
Closed -$204K – 359
2023
Q3 		$204K Buy
+3,170
New +$197K 0.03% 318

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

Mayflower Financial Advisors's SHEL Position: Q2 2026 in Review

Mayflower Financial Advisors increased its Shell (SHEL) stake by 30% in Q2 2026, buying an estimated $77.1K and bringing the position to 3,904 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #378.

Mayflower Financial Advisors first reported a position in SHEL in Q3 2023 and has held it in 5 quarters since. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Mayflower Financial Advisors held 3,904 shares of Shell worth $303K as of Q2 2026.
  • Mayflower Financial Advisors bought 893 Shell shares in Q2 2026, an estimated $77.1K.
  • Shell made up 0.03% of Mayflower Financial Advisors's portfolio in Q2 2026, its #378 holding.
  • Mayflower Financial Advisors first reported a position in Shell in Q3 2023 and has held it in 5 quarters since.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.