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Pitcairn Wealth Advisors’s Shell SHEL Stock Holding History

Pitcairn 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 		$933K Sell
12,035
-166
-1% -$14.3K 0.1% 107
2026
Q1 		$897K Buy
12,201
+2,641
+28% +$213K 0.08% 101
2025
Q4 		$702K Buy
+9,560
New +$704K 0.06% 131

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

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

Pitcairn Wealth Advisors reduced its Shell (SHEL) stake by 1.4% in Q2 2026, selling an estimated $14.3K and leaving 12,035 shares worth $933K. The position accounts for 0.1% of the portfolio, ranked #107.

Pitcairn Wealth Advisors first reported a position in SHEL in Q4 2025 and has held it in 3 quarters since. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Pitcairn Wealth Advisors held 12,035 shares of Shell worth $933K as of Q2 2026.
  • Pitcairn Wealth Advisors sold 166 Shell shares in Q2 2026, an estimated $14.3K.
  • Shell made up 0.1% of Pitcairn Wealth Advisors's portfolio in Q2 2026, its #107 holding.
  • Pitcairn Wealth Advisors first reported a position in Shell in Q4 2025 and has held it in 3 quarters since.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Pitcairn Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.