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Retirement Planning Group (Kansas)’s Shell SHEL Stock Holding History

Retirement Planning Group (Kansas)’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 		$1.54M Buy
19,813
+9
+0% +$777 0.04% 183
2026
Q1 		$1.84M Buy
+19,804
New +$1.6M 0.06% 143

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

Retirement Planning Group (Kansas)'s SHEL Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Shell (SHEL) stake by 0.05% in Q2 2026, buying an estimated $777 and bringing the position to 19,813 shares worth $1.54M. The position accounts for 0.04% of the portfolio, ranked #183.

Retirement Planning Group (Kansas) first reported a position in SHEL in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.84M in Q1 2026. 1,531 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Retirement Planning Group (Kansas) held 19,813 shares of Shell worth $1.54M as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 9 Shell shares in Q2 2026, an estimated $777.
  • Shell made up 0.04% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #183 holding.
  • Retirement Planning Group (Kansas) first reported a position in Shell in Q1 2026 and has held it in 2 quarters since.
  • Retirement Planning Group (Kansas)'s Shell position peaked at $1.84M in Q1 2026.
  • 1,531 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.