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Operose Advisors’s Shell SHEL Stock Holding History

Operose 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
-350
Closed -$32.5K – 661
2026
Q1 		$32.5K Buy
+350
New +$28.3K 0.01% 316
2024
Q4 		– Sell
-495
Closed -$32.6K – 602
2024
Q3 		$32.6K Hold
495
– – 0.01% 327
2024
Q2 		$35.7K Hold
495
– – 0.01% 276
2024
Q1 		$33.2K Sell
495
-243
-33% -$15.6K 0.01% 297
2023
Q4 		$48.6K Buy
738
+243
+49% +$15.9K 0.02% 225
2023
Q3 		$31.9K Buy
+495
New +$30.8K 0.01% 390
2023
Q1 		– Sell
-100
Closed -$5.7K – 386
2022
Q4 		$5.7K Buy
+100
New +$5.51K ﹤0.01% 313

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

Operose Advisors's SHEL Position: Q2 2026 in Review

Operose Advisors sold out of Shell (SHEL) in Q2 2026, closing a stake of 350 shares — an estimated $32.5K sold.

Operose Advisors first reported a position in SHEL in Q4 2022 and held it in 7 quarters. The position peaked at $48.6K in Q4 2023. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Operose Advisors reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
  • Operose Advisors sold 350 Shell shares in Q2 2026, an estimated $32.5K.
  • Operose Advisors first reported a position in Shell in Q4 2022 and held it in 7 quarters.
  • Operose Advisors's Shell position peaked at $48.6K in Q4 2023.
  • 1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.