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Root Financial Partners’s Shell SHEL Stock Holding History

Root Financial Partners’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 		– Sell
-2,067
Closed -$192K – 2695
2026
Q1 		$192K Sell
2,067
-775
-27% -$62.6K 0.01% 338
2025
Q4 		$209K Buy
2,842
+618
+28% +$45.5K 0.01% 289
2025
Q3 		$159K Buy
+2,224
New +$160K 0.01% 322

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

Root Financial Partners's SHEL Position: Q2 2026 in Review

Root Financial Partners sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,067 shares — an estimated $192K sold.

Root Financial Partners first reported a position in SHEL in Q3 2025 and held it in 3 quarters. The position peaked at $209K in Q4 2025. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Root Financial Partners reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,067 Shell shares in Q2 2026, an estimated $192K.
  • Root Financial Partners first reported a position in Shell in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Shell position peaked at $209K in Q4 2025.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.