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Savvy Advisors Inc’s Shell SHEL Stock Holding History

Savvy Advisors Inc’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 		$1.63M Buy
20,989
+1,246
+6% +$108K 0.03% 380
2026
Q1 		$1.84M Buy
19,743
+583
+3% +$47.1K 0.05% 284
2025
Q4 		$1.41M Buy
19,160
+952
+5% +$70.1K 0.05% 297
2025
Q3 		$1.3M Buy
18,208
+3,415
+23% +$246K 0.06% 225
2025
Q2 		$1.04M Buy
14,793
+2,403
+19% +$161K 0.07% 211
2025
Q1 		$908K Buy
12,390
+2,905
+31% +$196K 0.09% 186
2024
Q4 		$594K Buy
+9,485
New +$622K 0.07% 221

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

Savvy Advisors Inc's SHEL Position: Q2 2026 in Review

Savvy Advisors Inc increased its Shell (SHEL) stake by 6.3% in Q2 2026, buying an estimated $108K and bringing the position to 20,989 shares worth $1.63M. The position accounts for 0.03% of the portfolio, ranked #380.

Savvy Advisors Inc first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.84M in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Savvy Advisors Inc held 20,989 shares of Shell worth $1.63M as of Q2 2026.
  • Savvy Advisors Inc bought 1,246 Shell shares in Q2 2026, an estimated $108K.
  • Shell made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #380 holding.
  • Savvy Advisors Inc first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
  • Savvy Advisors Inc's Shell position peaked at $1.84M in Q1 2026.
  • 1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.