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Simon Quick Advisors’s Shell SHEL Stock Holding History

Simon Quick 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 		$359K Sell
4,632
-1,191
-20% -$103K 0.01% 307
2026
Q1 		$542K Sell
5,823
-1,962
-25% -$159K 0.02% 241
2025
Q4 		$572K Sell
7,785
-969
-11% -$71.4K 0.03% 240
2025
Q3 		$626K Buy
8,754
+886
+11% +$63.8K 0.03% 240
2025
Q2 		$554K Sell
7,868
-4,104
-34% -$275K 0.03% 237
2025
Q1 		$877K Buy
11,972
+1,513
+14% +$102K 0.05% 181
2024
Q4 		$655K Buy
10,459
+7
+0.1% +$459 0.04% 207
2024
Q3 		$689K Buy
10,452
+2,352
+29% +$167K 0.04% 196
2024
Q2 		$585K Buy
8,100
+231
+3% +$16.5K 0.04% 195
2024
Q1 		$528K Sell
7,869
-83
-1% -$5.32K 0.04% 195
2023
Q4 		$523K Sell
7,952
-404
-5% -$26.5K 0.05% 170
2023
Q3 		$538K Buy
8,356
+643
+8% +$40K 0.05% 158
2023
Q2 		$466K Buy
7,713
+155
+2% +$9.3K 0.04% 162
2023
Q1 		$435K Sell
7,558
-38
-0.5% -$2.24K 0.05% 165
2022
Q4 		$433K Buy
7,596
+1,101
+17% +$60.7K 0.05% 143
2022
Q3 		$323K Sell
6,495
-814
-11% -$41.9K 0.05% 146
2022
Q2 		$379K Buy
+7,309
New +$411K 0.05% 128

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

Simon Quick Advisors's SHEL Position: Q2 2026 in Review

Simon Quick Advisors reduced its Shell (SHEL) stake by 20% in Q2 2026, selling an estimated $103K and leaving 4,632 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #307.

Simon Quick Advisors first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $877K in Q1 2025. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Simon Quick Advisors held 4,632 shares of Shell worth $359K as of Q2 2026.
  • Simon Quick Advisors sold 1,191 Shell shares in Q2 2026, an estimated $103K.
  • Shell made up 0.01% of Simon Quick Advisors's portfolio in Q2 2026, its #307 holding.
  • Simon Quick Advisors first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
  • Simon Quick Advisors's Shell position peaked at $877K in Q1 2025.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.