SOA Wealth Advisors’s Shell SHEL Stock Holding History

SOA Wealth 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	$43.8K	Buy	6,377 +5,888	+1,204%	+$508K	0.01%	415
2026 Q1	$45.5K	Hold	489	–	–	0.01%	385
2025 Q4	$35.9K	Hold	489	–	–	0.01%	415
2025 Q3	$35K	Sell	489 -348	-42%	-$25.1K	0.01%	430
2025 Q2	$58.9K	Hold	837	–	–	0.01%	340
2025 Q1	$61.3K	Hold	837	–	–	0.01%	312
2024 Q4	$52.4K	Buy	837 +22	+3%	+$1.44K	0.01%	326
2024 Q3	$53.8K	Hold	815	–	–	0.01%	313
2024 Q2	$58.8K	Hold	815	–	–	0.01%	291
2024 Q1	$54.6K	Buy	815 +1	+0.1%	+$64	0.01%	297
2023 Q4	$53.6K	Buy	814 +1	+0.1%	+$66	0.01%	289
2023 Q3	$52.3K	Buy	813 +1	+0.1%	+$62	0.01%	278
2023 Q2	$49K	Sell	812 -1	-0.1%	-$60	0.01%	293
2023 Q1	$46.8K	Buy	813 +1	+0.1%	+$59	0.01%	292
2022 Q4	$46.2K	Buy	812 +2	+0.2%	+$110	0.01%	292
2022 Q3	$40K	Buy	810 +1	+0.1%	+$52	0.01%	294
2022 Q2	$42K	Hold	809	–	–	0.01%	285
2022 Q1	$44K	Buy	+809	New	+$42.9K	0.01%	328

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

SOA Wealth Advisors's SHEL Position: Q2 2026 in Review

SOA Wealth Advisors increased its Shell (SHEL) stake by 1,204% in Q2 2026, buying an estimated $508K and bringing the position to 6,377 shares worth $43.8K. The position accounts for 0.01% of the portfolio, ranked #415.

SOA Wealth Advisors first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $61.3K in Q1 2025. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

SOA Wealth Advisors held 6,377 shares of Shell worth $43.8K as of Q2 2026.
SOA Wealth Advisors bought 5,888 Shell shares in Q2 2026, an estimated $508K.
Shell made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #415 holding.
SOA Wealth Advisors first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
SOA Wealth Advisors's Shell position peaked at $61.3K in Q1 2025.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.