PF
SHEL icon

Phoenix Financial’s Shell SHEL Stock Holding History

Phoenix Financial’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
2025
Q1 		– Sell
-58,900
Closed -$3.69K – 411
2024
Q4 		$3.69K Hold
58,900
– – ﹤0.01% 358
2024
Q3 		$3.88K Buy
+58,900
New +$4.17M ﹤0.01% 361

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

Phoenix Financial's SHEL Position: Q2 2026 in Review

Phoenix Financial held its Shell (SHEL) position steady in Q2 2026 at 24,500 shares worth $1.89M. The position accounts for 0.01% of the portfolio, ranked #199.

Phoenix Financial first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.8M in Q2 2024. 1,531 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Phoenix Financial held 24,500 shares of Shell worth $1.89M as of Q2 2026.
  • Phoenix Financial left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.01% of Phoenix Financial's portfolio in Q2 2026, its #199 holding.
  • Phoenix Financial first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
  • Phoenix Financial's Shell position peaked at $3.8M in Q2 2024.
  • 1,531 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.