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Mount Yale Investment Advisors’s Shell SHEL Stock Holding History

Mount Yale Investment 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 		$3.55M Buy
45,721
+7,233
+19% +$624K 0.07% 284
2026
Q1 		$3.58M Buy
38,488
+24,972
+185% +$2.02M 0.08% 242
2025
Q4 		$993K Buy
13,516
+7,511
+125% +$553K 0.05% 316
2025
Q3 		$430K Sell
6,005
-6,330
-51% -$456K 0.03% 446
2025
Q2 		$869K Buy
12,335
+1,307
+12% +$87.6K 0.07% 233
2025
Q1 		$808K Sell
11,028
-295
-3% -$19.9K 0.07% 232
2024
Q4 		$709K Sell
11,323
-528
-4% -$34.6K 0.06% 273
2024
Q3 		$782K Sell
11,851
-20,661
-64% -$1.46M 0.08% 244
2024
Q2 		$2.35M Buy
32,512
+19,721
+154% +$1.41M 0.19% 107
2024
Q1 		$858K Sell
12,791
-14,958
-54% -$959K 0.07% 250
2023
Q4 		$1.83M Sell
27,749
-652
-2% -$42.8K 0.17% 130
2023
Q3 		$1.83M Buy
28,401
+12,374
+77% +$770K 0.2% 117
2023
Q2 		$968K Buy
16,027
+5,654
+55% +$339K 0.1% 201
2023
Q1 		$597K Sell
10,373
-4,215
-29% -$248K 0.07% 269
2022
Q4 		$831K Sell
14,588
-4,184
-22% -$231K 0.09% 217
2022
Q3 		$934K Buy
18,772
+8,441
+82% +$435K 0.12% 174
2022
Q2 		$540K Buy
10,331
+4,794
+87% +$269K 0.07% 280
2022
Q1 		$304K Buy
+5,537
New +$294K 0.03% 358

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

Mount Yale Investment Advisors's SHEL Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Shell (SHEL) stake by 19% in Q2 2026, buying an estimated $624K and bringing the position to 45,721 shares worth $3.55M. The position accounts for 0.07% of the portfolio, ranked #284.

Mount Yale Investment Advisors first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.58M in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Mount Yale Investment Advisors held 45,721 shares of Shell worth $3.55M as of Q2 2026.
  • Mount Yale Investment Advisors bought 7,233 Shell shares in Q2 2026, an estimated $624K.
  • Shell made up 0.07% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #284 holding.
  • Mount Yale Investment Advisors first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Mount Yale Investment Advisors's Shell position peaked at $3.58M in Q1 2026.
  • 1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.