SFA
SHEL icon

Sequoia Financial Advisors’s Shell SHEL Stock Holding History

Sequoia Financial 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 		$3.27M Sell
42,146
-6,105
-13% -$527K 0.02% 455
2026
Q1 		$4.49M Buy
48,251
+1,796
+4% +$145K 0.03% 345
2025
Q4 		$3.41M Sell
46,455
-3,000
-6% -$221K 0.02% 415
2025
Q3 		$3.54M Sell
49,455
-434
-0.9% -$31.3K 0.02% 376
2025
Q2 		$3.51M Buy
49,889
+309
+0.6% +$20.7K 0.02% 348
2025
Q1 		$3.63M Buy
49,580
+1,814
+4% +$122K 0.03% 321
2024
Q4 		$2.99M Buy
47,766
+2,741
+6% +$180K 0.03% 328
2024
Q3 		$2.97M Buy
45,025
+9,094
+25% +$644K 0.03% 293
2024
Q2 		$2.59M Buy
35,931
+1,083
+3% +$77.4K 0.03% 277
2024
Q1 		$2.34M Sell
34,848
-28,217
-45% -$1.81M 0.03% 301
2023
Q4 		$4.15M Buy
63,065
+30,253
+92% +$1.99M 0.05% 234
2023
Q3 		$2.11M Buy
32,812
+780
+2% +$48.6K 0.04% 226
2023
Q2 		$1.93M Buy
32,032
+5,727
+22% +$344K 0.03% 246
2023
Q1 		$1.51M Buy
26,305
+1,076
+4% +$63.3K 0.03% 249
2022
Q4 		$1.44M Buy
25,229
+7,117
+39% +$392K 0.04% 236
2022
Q3 		$901K Sell
18,112
-1,912
-10% -$98.5K 0.03% 226
2022
Q2 		$1.05M Sell
20,024
-1,597
-7% -$89.7K 0.03% 227
2022
Q1 		$1.19M Buy
+21,621
New +$1.15M 0.03% 235

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

Sequoia Financial Advisors's SHEL Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Shell (SHEL) stake by 13% in Q2 2026, selling an estimated $527K and leaving 42,146 shares worth $3.27M. The position accounts for 0.02% of the portfolio, ranked #455.

Sequoia Financial Advisors first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.49M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Sequoia Financial Advisors held 42,146 shares of Shell worth $3.27M as of Q2 2026.
  • Sequoia Financial Advisors sold 6,105 Shell shares in Q2 2026, an estimated $527K.
  • Shell made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #455 holding.
  • Sequoia Financial Advisors first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Sequoia Financial Advisors's Shell position peaked at $4.49M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.