Retirement Investment Advisors’s Shell SHEL Stock Holding History

Retirement Investment 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	$262K	Hold	3,130	–	–	0.02%	56
2026 Q1	$234K	Buy	3,130 +187	+6%	+$15.1K	0.02%	58
2025 Q4	$216K	Sell	2,943 -187	-6%	-$13.8K	0.02%	60
2025 Q3	$224K	Hold	3,130	–	–	0.02%	58
2025 Q2	$220K	Buy	3,130 +187	+6%	+$12.5K	0.02%	54
2025 Q1	$229K	Buy	+2,943	New	+$198K	0.02%	51
2024 Q3	–	Sell	-3,130	Closed	-$226K	–	55
2024 Q2	$226K	Buy	+3,130	New	+$224K	0.03%	48
2023 Q4	–	Sell	-6,048	Closed	-$389K	–	61
2023 Q3	$389K	Buy	6,048 +2,510	+71%	+$156K	0.04%	41
2023 Q2	$214K	Sell	3,538 -358	-9%	-$21.5K	0.03%	58
2023 Q1	$224K	Buy	+3,896	New	+$229K	0.04%	56

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

Retirement Investment Advisors's SHEL Position: Q2 2026 in Review

Retirement Investment Advisors held its Shell (SHEL) position steady in Q2 2026 at 3,130 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #56.

Retirement Investment Advisors first reported a position in SHEL in Q1 2023 and has held it in 10 quarters since. The position peaked at $389K in Q3 2023. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Retirement Investment Advisors held 3,130 shares of Shell worth $262K as of Q2 2026.
Retirement Investment Advisors left its Shell share count unchanged in Q2 2026.
Shell made up 0.02% of Retirement Investment Advisors's portfolio in Q2 2026, its #56 holding.
Retirement Investment Advisors first reported a position in Shell in Q1 2023 and has held it in 10 quarters since.
Retirement Investment Advisors's Shell position peaked at $389K in Q3 2023.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Retirement Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.