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McGuire Capital Advisors’s Shell SHEL Stock Holding History

McGuire Capital 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 		$3.8K Hold
49
– – ﹤0.01% 614
2026
Q1 		$4.56K Sell
49
-17
-26% -$1.37K ﹤0.01% 529
2025
Q4 		$4.85K Buy
+66
New +$4.86K ﹤0.01% 530

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

McGuire Capital Advisors's SHEL Position: Q2 2026 in Review

McGuire Capital Advisors held its Shell (SHEL) position steady in Q2 2026 at 49 shares worth $3.8K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

McGuire Capital Advisors first reported a position in SHEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.85K in Q4 2025. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • McGuire Capital Advisors held 49 shares of Shell worth $3.8K as of Q2 2026.
  • McGuire Capital Advisors left its Shell share count unchanged in Q2 2026.
  • Shell made up ﹤0.01% of McGuire Capital Advisors's portfolio in Q2 2026, its #614 holding.
  • McGuire Capital Advisors first reported a position in Shell in Q4 2025 and has held it in 3 quarters since.
  • McGuire Capital Advisors's Shell position peaked at $4.85K in Q4 2025.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on McGuire Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.