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RiverFront Investment Group’s Shell SHEL Stock Holding History

RiverFront Investment 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 		$669K Buy
8,628
+2,513
+41% +$217K 0.01% 266
2026
Q1 		$569K Hold
6,115
– – 0.01% 249
2025
Q4 		$449K Buy
6,115
+94
+2% +$6.92K 0.01% 248
2025
Q3 		$431K Buy
+6,021
New +$434K 0.01% 229

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

RiverFront Investment Group's SHEL Position: Q2 2026 in Review

RiverFront Investment Group increased its Shell (SHEL) stake by 41% in Q2 2026, buying an estimated $217K and bringing the position to 8,628 shares worth $669K. The position accounts for 0.01% of the portfolio, ranked #266.

RiverFront Investment Group first reported a position in SHEL in Q3 2025 and has held it in 4 quarters since. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • RiverFront Investment Group held 8,628 shares of Shell worth $669K as of Q2 2026.
  • RiverFront Investment Group bought 2,513 Shell shares in Q2 2026, an estimated $217K.
  • Shell made up 0.01% of RiverFront Investment Group's portfolio in Q2 2026, its #266 holding.
  • RiverFront Investment Group first reported a position in Shell in Q3 2025 and has held it in 4 quarters since.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.