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Olistico Wealth’s Shell SHEL Stock Holding History

Olistico Wealth’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 		$3.47K Hold
45
– – ﹤0.01% 304
2026
Q1 		$4.16K Hold
45
– – ﹤0.01% 298
2025
Q4 		$3.29K Buy
+45
New +$3.31K ﹤0.01% 298
2025
Q3 		– Sell
-45
Closed -$3.15K – 292
2025
Q2 		$3.15K Buy
45
+1
+2% +$67 ﹤0.01% 315
2025
Q1 		$3.28K Sell
44
-1
-2% -$67 ﹤0.01% 286
2024
Q4 		$2.81K Buy
45
+1
+2% +$66 ﹤0.01% 280
2024
Q3 		$2.95K Sell
44
-1
-2% -$71 ﹤0.01% 283
2024
Q2 		$3.23K Buy
+45
New +$3.22K ﹤0.01% 275

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

Olistico Wealth's SHEL Position: Q2 2026 in Review

Olistico Wealth held its Shell (SHEL) position steady in Q2 2026 at 45 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Olistico Wealth first reported a position in SHEL in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.16K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Olistico Wealth held 45 shares of Shell worth $3.47K as of Q2 2026.
  • Olistico Wealth left its Shell share count unchanged in Q2 2026.
  • Shell made up ﹤0.01% of Olistico Wealth's portfolio in Q2 2026, its #304 holding.
  • Olistico Wealth first reported a position in Shell in Q2 2024 and has held it in 8 quarters since.
  • Olistico Wealth's Shell position peaked at $4.16K in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.