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Narus Financial Partners’s Shell SHEL Stock Holding History

Narus Financial Partners’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 		$227K Hold
2,928
– – 0.06% 165
2026
Q1 		$272K Sell
2,928
-100
-3% -$8.08K 0.07% 141
2025
Q4 		$222K Hold
3,028
– – 0.06% 153
2025
Q3 		$217K Buy
+3,028
New +$218K 0.06% 162

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

Narus Financial Partners's SHEL Position: Q2 2026 in Review

Narus Financial Partners held its Shell (SHEL) position steady in Q2 2026 at 2,928 shares worth $227K. The position accounts for 0.06% of the portfolio, ranked #165.

Narus Financial Partners first reported a position in SHEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $272K in Q1 2026. 1,524 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Narus Financial Partners held 2,928 shares of Shell worth $227K as of Q2 2026.
  • Narus Financial Partners left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.06% of Narus Financial Partners's portfolio in Q2 2026, its #165 holding.
  • Narus Financial Partners first reported a position in Shell in Q3 2025 and has held it in 4 quarters since.
  • Narus Financial Partners's Shell position peaked at $272K in Q1 2026.
  • 1,524 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.