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RHS Financial’s Shell SHEL Stock Holding History

RHS 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 		$268K Sell
3,462
-1,059
-23% -$91.4K 0.11% 139
2026
Q1 		$420K Buy
4,521
+520
+13% +$42K 0.2% 87
2025
Q4 		$294K Buy
+4,001
New +$295K 0.14% 115
2025
Q3 		– Sell
-3,073
Closed -$216K – 139
2025
Q2 		$216K Sell
3,073
-1,253
-29% -$84K 0.12% 122
2025
Q1 		$317K Sell
4,326
-1,341
-24% -$90.3K 0.18% 99
2024
Q4 		$355K Buy
5,667
+173
+3% +$11.3K 0.18% 95
2024
Q3 		$362K Buy
+5,494
New +$389K 0.18% 97

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

RHS Financial's SHEL Position: Q2 2026 in Review

RHS Financial reduced its Shell (SHEL) stake by 23% in Q2 2026, selling an estimated $91.4K and leaving 3,462 shares worth $268K. The position accounts for 0.11% of the portfolio, ranked #139.

RHS Financial first reported a position in SHEL in Q3 2024 and has held it in 7 quarters since. The position peaked at $420K in Q1 2026. 1,531 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • RHS Financial held 3,462 shares of Shell worth $268K as of Q2 2026.
  • RHS Financial sold 1,059 Shell shares in Q2 2026, an estimated $91.4K.
  • Shell made up 0.11% of RHS Financial's portfolio in Q2 2026, its #139 holding.
  • RHS Financial first reported a position in Shell in Q3 2024 and has held it in 7 quarters since.
  • RHS Financial's Shell position peaked at $420K in Q1 2026.
  • 1,531 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on RHS Financial's 13F filing for Q2 2026, filed 7 Aug 2026.