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Rehmann Capital Advisory Group’s Shell SHEL Stock Holding History

Rehmann Capital Advisory Group’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 		$273K Sell
3,521
-228
-6% -$19.7K 0.01% 595
2026
Q1 		$349K Sell
3,749
-253
-6% -$20.4K 0.02% 507
2025
Q4 		$289K Sell
4,002
-302
-7% -$22.2K 0.02% 544
2025
Q3 		$308K Sell
4,304
-333
-7% -$24K 0.02% 496
2025
Q2 		$326K Sell
4,637
-338
-7% -$22.7K 0.02% 451
2025
Q1 		$365K Buy
4,975
+15
+0.3% +$1.01K 0.02% 438
2024
Q4 		$311K Sell
4,960
-720
-13% -$47.2K 0.02% 458
2024
Q3 		$377K Sell
5,680
-230
-4% -$16.3K 0.02% 406
2024
Q2 		$427K Buy
5,910
+320
+6% +$22.9K 0.03% 359
2024
Q1 		$375K Sell
5,590
-190
-3% -$12.2K 0.03% 379
2023
Q4 		$380K Sell
5,780
-606
-9% -$39.8K 0.03% 369
2023
Q3 		$411K Buy
6,386
+574
+10% +$35.7K 0.04% 334
2023
Q2 		$351K Sell
5,812
-445
-7% -$26.7K 0.03% 386
2023
Q1 		$360K Sell
6,257
-192
-3% -$11.3K 0.03% 374
2022
Q4 		$367K Sell
6,449
-248
-4% -$13.7K 0.04% 359
2022
Q3 		$333K Sell
6,697
-232
-3% -$12K 0.04% 353
2022
Q2 		$362K Sell
6,929
-318
-4% -$17.9K 0.04% 337
2022
Q1 		$402K Buy
+7,247
New +$385K 0.04% 351

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

Rehmann Capital Advisory Group's SHEL Position: Q2 2026 in Review

Rehmann Capital Advisory Group reduced its Shell (SHEL) stake by 6.1% in Q2 2026, selling an estimated $19.7K and leaving 3,521 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #595.

Rehmann Capital Advisory Group first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $427K in Q2 2024. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Rehmann Capital Advisory Group held 3,521 shares of Shell worth $273K as of Q2 2026.
  • Rehmann Capital Advisory Group sold 228 Shell shares in Q2 2026, an estimated $19.7K.
  • Shell made up 0.01% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #595 holding.
  • Rehmann Capital Advisory Group first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Rehmann Capital Advisory Group's Shell position peaked at $427K in Q2 2024.
  • 1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.