Seven Mile Advisory’s Shell SHEL Stock Holding History

Seven Mile Advisory’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 Q1	$351K	Buy	3,771 +193	+5%	+$15.6K	0.25%	79
2025 Q4	$263K	Sell	3,578 -1,966	-35%	-$145K	0.05%	198
2025 Q3	$397K	Sell	5,544 -28	-0.5%	-$2.02K	0.06%	163
2025 Q2	$392K	Buy	5,572 +176	+3%	+$11.8K	0.24%	83
2025 Q1	$395K	Sell	5,396 -420	-7%	-$28.3K	0.26%	79
2024 Q4	$364K	Sell	5,816 -212	-4%	-$13.9K	0.23%	82
2024 Q3	$398K	Buy	6,028 +112	+2%	+$7.93K	0.26%	74
2024 Q2	$427K	Buy	5,916 +393	+7%	+$28.1K	0.31%	62
2024 Q1	$370K	Sell	5,523 -226	-4%	-$14.5K	0.28%	76
2023 Q4	$378K	Buy	5,749 +916	+19%	+$60.1K	0.33%	66
2023 Q3	$311K	Buy	4,833 +345	+8%	+$21.5K	0.33%	73
2023 Q2	$271K	Buy	+4,488	New	+$269K	0.32%	76

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Seven Mile Advisory's SHEL Position: Q1 2026 in Review

Seven Mile Advisory increased its Shell (SHEL) stake by 5.4% in Q1 2026, buying an estimated $15.6K and bringing the position to 3,771 shares worth $351K. The position accounts for 0.25% of the portfolio, ranked #79.

Seven Mile Advisory first reported a position in SHEL in Q2 2023 and has held it in 12 quarters since. The position peaked at $427K in Q2 2024. 1,586 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Seven Mile Advisory held 3,771 shares of Shell worth $351K as of Q1 2026.
Seven Mile Advisory bought 193 Shell shares in Q1 2026, an estimated $15.6K.
Shell made up 0.25% of Seven Mile Advisory's portfolio in Q1 2026, its #79 holding.
Seven Mile Advisory first reported a position in Shell in Q2 2023 and has held it in 12 quarters since.
Seven Mile Advisory's Shell position peaked at $427K in Q2 2024.
1,586 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.