Plante Moran Financial Advisors’s Shell SHEL Stock Holding History

Plante Moran Financial 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	$10.7K	Sell	138 -87	-39%	-$7.51K	﹤0.01%	551
2026 Q1	$20.9K	Buy	+225	New	+$18.2K	﹤0.01%	424
2025 Q1	–	Sell	-84	Closed	-$5.26K	–	938
2024 Q4	$5.26K	Buy	84 +54	+180%	+$3.54K	﹤0.01%	680
2024 Q3	$2K	Sell	30 -154	-84%	-$10.9K	﹤0.01%	755
2024 Q2	$13.3K	Buy	184 +68	+59%	+$4.86K	﹤0.01%	538
2024 Q1	$7.8K	Sell	116 -119	-51%	-$7.63K	﹤0.01%	636
2023 Q4	$15.5K	Sell	235 -176	-43%	-$11.5K	﹤0.01%	494
2023 Q3	$26.5K	Buy	411 +37	+10%	+$2.3K	﹤0.01%	383
2023 Q2	$22.6K	Buy	374 +43	+13%	+$2.58K	﹤0.01%	420
2023 Q1	$19K	Buy	331 +3	+0.9%	+$176	﹤0.01%	453
2022 Q4	$18.7K	Buy	328 +3	+0.9%	+$165	﹤0.01%	476
2022 Q3	$16K	Buy	325 +3	+0.9%	+$155	﹤0.01%	507
2022 Q2	$17K	Sell	322 -271	-46%	-$15.2K	﹤0.01%	504
2022 Q1	$33K	Buy	+593	New	+$31.5K	0.01%	399

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

Plante Moran Financial Advisors's SHEL Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its Shell (SHEL) stake by 39% in Q2 2026, selling an estimated $7.51K and leaving 138 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Plante Moran Financial Advisors first reported a position in SHEL in Q1 2022 and has held it in 14 quarters since. The position peaked at $33K in Q1 2022. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Plante Moran Financial Advisors held 138 shares of Shell worth $10.7K as of Q2 2026.
Plante Moran Financial Advisors sold 87 Shell shares in Q2 2026, an estimated $7.51K.
Shell made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #551 holding.
Plante Moran Financial Advisors first reported a position in Shell in Q1 2022 and has held it in 14 quarters since.
Plante Moran Financial Advisors's Shell position peaked at $33K in Q1 2022.
1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.