Merit Financial Group’s Shell SHEL Stock Holding History

Merit Financial Group’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	$2.18M	Buy	28,145 +4,327	+18%	+$374K	0.01%	719
2026 Q1	$2.22M	Buy	23,818 +736	+3%	+$59.5K	0.02%	634
2025 Q4	$1.7M	Buy	23,082 +3,102	+16%	+$229K	0.01%	706
2025 Q3	$1.43M	Buy	19,980 +1,301	+7%	+$93.7K	0.01%	696
2025 Q2	$1.32M	Buy	18,679 +7,145	+62%	+$479K	0.01%	662
2025 Q1	$845K	Buy	11,534 +5,794	+101%	+$390K	0.01%	715
2024 Q4	$360K	Buy	+5,740	New	+$376K	0.01%	853
2024 Q3	–	Sell	-6,181	Closed	-$446K	–	938
2024 Q2	$446K	Buy	6,181 +1,228	+25%	+$87.8K	0.01%	608
2024 Q1	$358K	Buy	+4,953	New	+$317K	0.01%	648
2023 Q3	–	Sell	-3,355	Closed	-$203K	–	781
2023 Q2	$203K	Buy	+3,355	New	+$201K	0.01%	702
2023 Q1	–	Sell	-5,511	Closed	-$314K	–	714
2022 Q4	$314K	Buy	5,511 +1,092	+25%	+$60.2K	0.01%	532
2022 Q3	$220K	Sell	4,419 -325	-7%	-$16.7K	0.01%	505
2022 Q2	$248K	Buy	+4,744	New	+$267K	0.01%	480

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

Merit Financial Group's SHEL Position: Q2 2026 in Review

Merit Financial Group increased its Shell (SHEL) stake by 18% in Q2 2026, buying an estimated $374K and bringing the position to 28,145 shares worth $2.18M. The position accounts for 0.01% of the portfolio, ranked #719.

Merit Financial Group first reported a position in SHEL in Q2 2022 and has held it in 13 quarters since. The position peaked at $2.22M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Merit Financial Group held 28,145 shares of Shell worth $2.18M as of Q2 2026.
Merit Financial Group bought 4,327 Shell shares in Q2 2026, an estimated $374K.
Shell made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #719 holding.
Merit Financial Group first reported a position in Shell in Q2 2022 and has held it in 13 quarters since.
Merit Financial Group's Shell position peaked at $2.22M in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.