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One Wealth Advisors’s Shell SHEL Stock Holding History

One 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 		$958K Sell
12,356
-347
-3% -$30K 0.11% 106
2026
Q1 		$1.18M Buy
12,703
+223
+2% +$18K 0.15% 85
2025
Q4 		$917K Sell
12,480
-131
-1% -$9.65K 0.11% 101
2025
Q3 		$902K Sell
12,611
-504
-4% -$36.3K 0.11% 104
2025
Q2 		$923K Buy
13,115
+1,205
+10% +$80.8K 0.13% 96
2025
Q1 		$873K Buy
11,910
+4,868
+69% +$328K 0.13% 102
2024
Q4 		$441K Sell
7,042
-4,919
-41% -$322K 0.07% 133
2024
Q3 		$789K Sell
11,961
-28
-0.2% -$1.98K 0.12% 88
2024
Q2 		$862K Buy
11,989
+4,014
+50% +$287K 0.18% 67
2024
Q1 		$535K Buy
7,975
+1,780
+29% +$114K 0.09% 118
2023
Q4 		$408K Buy
+6,195
New +$407K 0.08% 127
2023
Q3 		– Sell
-6,954
Closed -$420K – 219
2023
Q2 		$420K Sell
6,954
-107
-2% -$6.42K 0.09% 121
2023
Q1 		$406K Buy
7,061
+13
+0.2% +$765 0.09% 116
2022
Q4 		$401K Buy
7,048
+220
+3% +$12.1K 0.09% 115
2022
Q3 		$340K Buy
6,828
+33
+0.5% +$1.7K 0.11% 105
2022
Q2 		$355K Buy
+6,795
New +$382K 0.1% 115

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

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

One Wealth Advisors reduced its Shell (SHEL) stake by 2.7% in Q2 2026, selling an estimated $30K and leaving 12,356 shares worth $958K. The position accounts for 0.11% of the portfolio, ranked #106.

One Wealth Advisors first reported a position in SHEL in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.18M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • One Wealth Advisors held 12,356 shares of Shell worth $958K as of Q2 2026.
  • One Wealth Advisors sold 347 Shell shares in Q2 2026, an estimated $30K.
  • Shell made up 0.11% of One Wealth Advisors's portfolio in Q2 2026, its #106 holding.
  • One Wealth Advisors first reported a position in Shell in Q2 2022 and has held it in 16 quarters since.
  • One Wealth Advisors's Shell position peaked at $1.18M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.