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PlanVest Financial’s Shell SHEL Stock Holding History

PlanVest 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
2026
Q2 		$49K Buy
632
+3
+0.5% +$259 0.03% 227
2026
Q1 		$58.5K Buy
+629
New +$50.8K 0.04% 191

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

PlanVest Financial's SHEL Position: Q2 2026 in Review

PlanVest Financial increased its Shell (SHEL) stake by 0.48% in Q2 2026, buying an estimated $259 and bringing the position to 632 shares worth $49K. The position accounts for 0.03% of the portfolio, ranked #227.

PlanVest Financial first reported a position in SHEL in Q1 2026 and has held it in 2 quarters since. The position peaked at $58.5K in Q1 2026. 1,494 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • PlanVest Financial held 632 shares of Shell worth $49K as of Q2 2026.
  • PlanVest Financial bought 3 Shell shares in Q2 2026, an estimated $259.
  • Shell made up 0.03% of PlanVest Financial's portfolio in Q2 2026, its #227 holding.
  • PlanVest Financial first reported a position in Shell in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Shell position peaked at $58.5K in Q1 2026.
  • 1,494 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.