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Octavia Wealth Advisors’s Shell SHEL Stock Holding History

Octavia Wealth 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 		$1.53M Sell
19,742
-4,462
-18% -$385K 0.13% 53
2026
Q1 		$2.25M Sell
24,204
-1,649
-6% -$133K 0.22% 48
2025
Q4 		$1.9M Sell
25,853
-152
-0.6% -$11.2K 0.18% 54
2025
Q3 		$1.86M Sell
26,005
-994
-4% -$71.6K 0.19% 54
2025
Q2 		$1.9M Sell
26,999
-1,170
-4% -$78.4K 0.22% 48
2025
Q1 		$2.06M Sell
28,169
-3,290
-10% -$222K 0.25% 44
2024
Q4 		$1.97M Buy
31,459
+8
+0% +$524 0.24% 45
2024
Q3 		$2.07M Sell
31,451
-3,168
-9% -$224K 0.26% 44
2024
Q2 		$2.5M Buy
34,619
+2,295
+7% +$164K 0.34% 39
2024
Q1 		$2.17M Buy
32,324
+573
+2% +$36.7K 0.32% 42
2023
Q4 		$2.09M Sell
31,751
-840
-3% -$55.1K 0.37% 39
2023
Q3 		$2.1M Sell
32,591
-165
-0.5% -$10.3K 0.43% 40
2023
Q2 		$1.98M Sell
32,756
-527
-2% -$31.6K 0.4% 39
2023
Q1 		$1.92M Sell
33,283
-736
-2% -$43.3K 0.43% 38
2022
Q4 		$1.94M Buy
34,019
+137
+0.4% +$7.55K 0.48% 39
2022
Q3 		$1.69M Sell
33,882
-27
-0.1% -$1.39K 0.46% 43
2022
Q2 		$1.77M Sell
33,909
-292
-0.9% -$16.4K 0.46% 43
2022
Q1 		$1.88M Buy
+34,201
New +$1.82M 0.42% 43

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

Octavia Wealth Advisors's SHEL Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Shell (SHEL) stake by 18% in Q2 2026, selling an estimated $385K and leaving 19,742 shares worth $1.53M. The position accounts for 0.13% of the portfolio, ranked #53.

Octavia Wealth Advisors first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.5M in Q2 2024. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Octavia Wealth Advisors held 19,742 shares of Shell worth $1.53M as of Q2 2026.
  • Octavia Wealth Advisors sold 4,462 Shell shares in Q2 2026, an estimated $385K.
  • Shell made up 0.13% of Octavia Wealth Advisors's portfolio in Q2 2026, its #53 holding.
  • Octavia Wealth Advisors first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Octavia Wealth Advisors's Shell position peaked at $2.5M in Q2 2024.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.