Raymond James Financial
SHEL icon

Raymond James Financial’s Shell SHEL Stock Holding History

Raymond James 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 		$136M Buy
1,749,938
+38,893
+2% +$3.36M 0.04% 438
2026
Q1 		$159M Buy
1,711,045
+33,309
+2% +$2.69M 0.05% 349
2025
Q4 		$123M Buy
1,677,736
+21,066
+1% +$1.55M 0.04% 425
2025
Q3 		$119M Buy
1,656,670
+97,340
+6% +$7.01M 0.04% 440
2025
Q2 		$110M Sell
1,559,330
-1,406,482
-47% -$94.3M 0.04% 450
2025
Q1 		$217M Buy
2,965,812
+1,501,866
+103% +$101M 0.08% 226
2024
Q4 		$91.7M Buy
+1,463,946
New +$95.9M 0.03% 473

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

Raymond James Financial's SHEL Position: Q2 2026 in Review

Raymond James Financial increased its Shell (SHEL) stake by 2.3% in Q2 2026, buying an estimated $3.36M and bringing the position to 1,749,938 shares worth $136M. The position accounts for 0.04% of the portfolio, ranked #438.

Raymond James Financial first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $217M in Q1 2025. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Raymond James Financial held 1,749,938 shares of Shell worth $136M as of Q2 2026.
  • Raymond James Financial bought 38,893 Shell shares in Q2 2026, an estimated $3.36M.
  • Shell made up 0.04% of Raymond James Financial's portfolio in Q2 2026, its #438 holding.
  • Raymond James Financial first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Shell position peaked at $217M in Q1 2025.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.