Secure Asset Management’s Shell SHEL Stock Holding History

Secure Asset Management’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	-2,563	Closed	-$238K	–	363
2026 Q1	$238K	Buy	+2,563	New	+$207K	0.04%	280

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

Secure Asset Management's SHEL Position: Q2 2026 in Review

Secure Asset Management sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,563 shares — an estimated $238K sold.

Secure Asset Management first reported a position in SHEL in Q1 2026 and held it in 1 quarter. The position peaked at $238K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Secure Asset Management reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Secure Asset Management sold 2,563 Shell shares in Q2 2026, an estimated $238K.
Secure Asset Management first reported a position in Shell in Q1 2026 and held it in 1 quarter.
Secure Asset Management's Shell position peaked at $238K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.