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Richardson Financial Services’s Shell SHEL Stock Holding History

Richardson Financial Services’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 		$70.1K Buy
904
+323
+56% +$27.9K 0.04% 275
2026
Q1 		$54K Buy
+581
New +$46.9K 0.03% 287
2025
Q1 		– Sell
-314
Closed -$19.4K – 630
2024
Q4 		$19.4K Buy
+314
New +$20.6K 0.01% 344

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

Richardson Financial Services's SHEL Position: Q2 2026 in Review

Richardson Financial Services increased its Shell (SHEL) stake by 56% in Q2 2026, buying an estimated $27.9K and bringing the position to 904 shares worth $70.1K. The position accounts for 0.04% of the portfolio, ranked #275.

Richardson Financial Services first reported a position in SHEL in Q4 2024 and has held it in 3 quarters since. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Richardson Financial Services held 904 shares of Shell worth $70.1K as of Q2 2026.
  • Richardson Financial Services bought 323 Shell shares in Q2 2026, an estimated $27.9K.
  • Shell made up 0.04% of Richardson Financial Services's portfolio in Q2 2026, its #275 holding.
  • Richardson Financial Services first reported a position in Shell in Q4 2024 and has held it in 3 quarters since.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.