Roehl & Yi Investment Advisors’s Shell SHEL Stock Holding History

Roehl & Yi 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	$682K	Buy	8,797 +305	+4%	+$26.3K	0.22%	93
2026 Q1	$790K	Buy	8,492 +1,366	+19%	+$110K	0.3%	71
2025 Q4	$524K	Buy	7,126 +112	+2%	+$8.25K	0.21%	93
2025 Q3	$502K	Hold	7,014	–	–	0.22%	89
2025 Q2	$494K	Buy	7,014 +11	+0.2%	+$737	0.25%	88
2025 Q1	$513K	Sell	7,003 -134	-2%	-$9.03K	0.28%	87
2024 Q4	$447K	Buy	+7,137	New	+$468K	0.25%	91

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

Roehl & Yi Investment Advisors's SHEL Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Shell (SHEL) stake by 3.6% in Q2 2026, buying an estimated $26.3K and bringing the position to 8,797 shares worth $682K. The position accounts for 0.22% of the portfolio, ranked #93.

Roehl & Yi Investment Advisors first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $790K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Roehl & Yi Investment Advisors held 8,797 shares of Shell worth $682K as of Q2 2026.
Roehl & Yi Investment Advisors bought 305 Shell shares in Q2 2026, an estimated $26.3K.
Shell made up 0.22% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #93 holding.
Roehl & Yi Investment Advisors first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
Roehl & Yi Investment Advisors's Shell position peaked at $790K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.