Pure Financial Advisors’s Shell SHEL Stock Holding History

Pure 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	$656K	Buy	8,467 +1,622	+24%	+$140K	0.01%	320
2026 Q1	$637K	Buy	6,845 +1,327	+24%	+$107K	0.01%	289
2025 Q4	$405K	Sell	5,518 -1,782	-24%	-$131K	0.01%	357
2025 Q3	$522K	Buy	7,300 +765	+12%	+$55.1K	0.01%	300
2025 Q2	$460K	Buy	6,535 +1,601	+32%	+$107K	0.01%	308
2025 Q1	$362K	Buy	+4,934	New	+$332K	0.01%	290

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

Pure Financial Advisors's SHEL Position: Q2 2026 in Review

Pure Financial Advisors increased its Shell (SHEL) stake by 24% in Q2 2026, buying an estimated $140K and bringing the position to 8,467 shares worth $656K. The position accounts for 0.01% of the portfolio, ranked #320.

Pure Financial Advisors first reported a position in SHEL in Q1 2025 and has held it in 6 quarters since. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Pure Financial Advisors held 8,467 shares of Shell worth $656K as of Q2 2026.
Pure Financial Advisors bought 1,622 Shell shares in Q2 2026, an estimated $140K.
Shell made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #320 holding.
Pure Financial Advisors first reported a position in Shell in Q1 2025 and has held it in 6 quarters since.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.