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Mutual Advisors’s Shell SHEL Stock Holding History

Mutual 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 		$843K Sell
10,876
-658
-6% -$56.8K 0.02% 714
2026
Q1 		$1.07M Buy
11,534
+2,521
+28% +$204K 0.02% 571
2025
Q4 		$662K Buy
9,013
+192
+2% +$14.1K 0.01% 744
2025
Q3 		$668K Sell
8,821
-737
-8% -$53.1K 0.01% 720
2025
Q2 		$688K Buy
9,558
+30
+0.3% +$2.01K 0.02% 650
2025
Q1 		$628K Sell
9,528
-147
-2% -$9.9K 0.02% 619
2024
Q4 		$643K Sell
9,675
-3,686
-28% -$242K 0.02% 617
2024
Q3 		$887K Buy
13,361
+66
+0.5% +$4.67K 0.03% 522
2024
Q2 		$955K Buy
13,295
+669
+5% +$47.8K 0.03% 500
2024
Q1 		$846K Buy
12,626
+266
+2% +$17K 0.03% 526
2023
Q4 		$813K Buy
12,360
+252
+2% +$16.5K 0.03% 511
2023
Q3 		$780K Buy
12,108
+1,294
+12% +$80.5K 0.03% 484
2023
Q2 		$653K Buy
10,814
+5,179
+92% +$311K 0.02% 554
2023
Q1 		$324K Buy
+5,635
New +$332K 0.01% 753
2022
Q4 		– Sell
-4,243
Closed -$211K – 967
2022
Q3 		$211K Buy
+4,243
New +$219K 0.01% 818

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

Mutual Advisors's SHEL Position: Q2 2026 in Review

Mutual Advisors reduced its Shell (SHEL) stake by 5.7% in Q2 2026, selling an estimated $56.8K and leaving 10,876 shares worth $843K. The position accounts for 0.02% of the portfolio, ranked #714.

Mutual Advisors first reported a position in SHEL in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.07M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Mutual Advisors held 10,876 shares of Shell worth $843K as of Q2 2026.
  • Mutual Advisors sold 658 Shell shares in Q2 2026, an estimated $56.8K.
  • Shell made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #714 holding.
  • Mutual Advisors first reported a position in Shell in Q3 2022 and has held it in 15 quarters since.
  • Mutual Advisors's Shell position peaked at $1.07M in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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