Medallion Wealth Advisors’s Shell SHEL Stock Holding History

Medallion Wealth 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	$120K	Sell	1,542 -261	-14%	-$22.5K	0.04%	321
2026 Q1	$168K	Buy	1,803 +1	+0.1%	+$81	0.05%	275
2025 Q4	$132K	Sell	1,802 -1,099	-38%	-$81K	0.04%	307
2025 Q3	$208K	Sell	2,901 -177	-6%	-$12.7K	0.07%	229
2025 Q2	$218K	Buy	3,078 +2	+0.1%	+$134	0.08%	218
2025 Q1	$225K	Hold	3,076	–	–	0.1%	189
2024 Q4	$203K	Buy	+3,076	New	+$202K	0.1%	188

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

Medallion Wealth Advisors's SHEL Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Shell (SHEL) stake by 14% in Q2 2026, selling an estimated $22.5K and leaving 1,542 shares worth $120K. The position accounts for 0.04% of the portfolio, ranked #321.

Medallion Wealth Advisors first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $225K in Q1 2025. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Medallion Wealth Advisors held 1,542 shares of Shell worth $120K as of Q2 2026.
Medallion Wealth Advisors sold 261 Shell shares in Q2 2026, an estimated $22.5K.
Shell made up 0.04% of Medallion Wealth Advisors's portfolio in Q2 2026, its #321 holding.
Medallion Wealth Advisors first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Shell position peaked at $225K in Q1 2025.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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