Opal Wealth Advisors’s Shell SHEL Stock Holding History

Opal 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	–	Sell	-1,098	Closed	-$102K	–	511
2026 Q1	$102K	Buy	+1,098	New	+$88.7K	0.02%	279
2025 Q3	–	Sell	-1,647	Closed	-$116K	–	479
2025 Q2	$116K	Buy	1,647 +7	+0.4%	+$469	0.03%	258
2025 Q1	$120K	Buy	+1,640	New	+$110K	0.04%	247
2024 Q3	–	Sell	-1,281	Closed	-$92.5K	–	992
2024 Q2	$92.5K	Buy	+1,281	New	+$91.6K	0.03%	285

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

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

Opal Wealth Advisors sold out of Shell (SHEL) in Q2 2026, closing a stake of 1,098 shares — an estimated $102K sold.

Opal Wealth Advisors first reported a position in SHEL in Q2 2024 and held it in 4 quarters. The position peaked at $120K in Q1 2025. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Opal Wealth Advisors reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 1,098 Shell shares in Q2 2026, an estimated $102K.
Opal Wealth Advisors first reported a position in Shell in Q2 2024 and held it in 4 quarters.
Opal Wealth Advisors's Shell position peaked at $120K in Q1 2025.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.