Net Worth Advisory Group’s Shell SHEL Stock Holding History

Net Worth Advisory 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	$1.02M	Buy	13,173 +1,411	+12%	+$122K	0.26%	79
2026 Q1	$1.09M	Sell	11,762 -265	-2%	-$21.4K	0.23%	84
2025 Q4	$884K	Buy	12,027 +2,372	+25%	+$175K	0.18%	104
2025 Q3	$691K	Buy	9,655 +1,625	+20%	+$117K	0.2%	106
2025 Q2	$565K	Buy	8,030 +331	+4%	+$22.2K	0.13%	177
2025 Q1	$564K	Sell	7,699 -480	-6%	-$32.3K	0.18%	140
2024 Q4	$512K	Sell	8,179 -2,395	-23%	-$157K	0.16%	168
2024 Q3	$697K	Buy	+10,574	New	+$749K	0.21%	120

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

Net Worth Advisory Group's SHEL Position: Q2 2026 in Review

Net Worth Advisory Group increased its Shell (SHEL) stake by 12% in Q2 2026, buying an estimated $122K and bringing the position to 13,173 shares worth $1.02M. The position accounts for 0.26% of the portfolio, ranked #79.

Net Worth Advisory Group first reported a position in SHEL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.09M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Net Worth Advisory Group held 13,173 shares of Shell worth $1.02M as of Q2 2026.
Net Worth Advisory Group bought 1,411 Shell shares in Q2 2026, an estimated $122K.
Shell made up 0.26% of Net Worth Advisory Group's portfolio in Q2 2026, its #79 holding.
Net Worth Advisory Group first reported a position in Shell in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's Shell position peaked at $1.09M in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.