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New England Capital Financial Advisors’s Shell SHEL Stock Holding History

New England Capital Financial 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 		$26.2K Hold
338
– – 0.01% 181
2026
Q1 		$31.4K Hold
338
– – 0.01% 157
2025
Q4 		$24.8K Hold
338
– – 0.01% 179
2025
Q3 		$24.2K Hold
338
– – 0.01% 174
2025
Q2 		$23.8K Hold
338
– – 0.01% 169
2025
Q1 		$24.8K Hold
338
– – 0.01% 161
2024
Q4 		$21.2K Hold
338
– – 0.01% 174
2024
Q3 		$22.3K Hold
338
– – 0.01% 170
2024
Q2 		$24.4K Hold
338
– – 0.01% 157
2024
Q1 		$22.7K Hold
338
– – 0.01% 164
2023
Q4 		$22.2K Hold
338
– – 0.01% 160
2023
Q3 		$21.8K Hold
338
– – 0.02% 157
2023
Q2 		$20.4K Hold
338
– – 0.01% 161
2023
Q1 		$19.4K Hold
338
– – 0.01% 179
2022
Q4 		$19.9K Buy
+338
New +$18.6K 0.01% 183

Other funds holding SHEL

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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WD
WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

New England Capital Financial Advisors's SHEL Position: Q2 2026 in Review

New England Capital Financial Advisors held its Shell (SHEL) position steady in Q2 2026 at 338 shares worth $26.2K. The position accounts for 0.01% of the portfolio, ranked #181.

New England Capital Financial Advisors first reported a position in SHEL in Q4 2022 and has held it in 15 quarters since. The position peaked at $31.4K in Q1 2026. 1,140 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • New England Capital Financial Advisors held 338 shares of Shell worth $26.2K as of Q2 2026.
  • New England Capital Financial Advisors left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #181 holding.
  • New England Capital Financial Advisors first reported a position in Shell in Q4 2022 and has held it in 15 quarters since.
  • New England Capital Financial Advisors's Shell position peaked at $31.4K in Q1 2026.
  • 1,140 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.