Signature Estate & Investment Advisors’s Shell SHEL Stock Holding History

Signature Estate & Investment 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	$452K	Sell	5,831 -3,737	-39%	-$323K	0.01%	452
2026 Q1	$890K	Buy	9,568 +973	+11%	+$78.6K	0.02%	288
2025 Q4	$632K	Sell	8,595 -1,629	-16%	-$120K	0.01%	344
2025 Q3	$731K	Buy	10,224 +60	+0.6%	+$4.32K	0.02%	305
2025 Q2	$716K	Buy	10,164 +338	+3%	+$22.7K	0.02%	290
2025 Q1	$720K	Buy	9,826 +5,836	+146%	+$393K	0.02%	273
2024 Q4	$250K	Buy	3,990 +129	+3%	+$8.45K	0.01%	455
2024 Q3	$255K	Buy	3,861 +7	+0.2%	+$496	0.01%	437
2024 Q2	$278K	Buy	+3,854	New	+$275K	0.01%	407

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

Signature Estate & Investment Advisors's SHEL Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Shell (SHEL) stake by 39% in Q2 2026, selling an estimated $323K and leaving 5,831 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #452.

Signature Estate & Investment Advisors first reported a position in SHEL in Q2 2024 and has held it in 9 quarters since. The position peaked at $890K in Q1 2026. 1,524 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Signature Estate & Investment Advisors held 5,831 shares of Shell worth $452K as of Q2 2026.
Signature Estate & Investment Advisors sold 3,737 Shell shares in Q2 2026, an estimated $323K.
Shell made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #452 holding.
Signature Estate & Investment Advisors first reported a position in Shell in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's Shell position peaked at $890K in Q1 2026.
1,524 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.