Soltis Investment Advisors’s Shell SHEL Stock Holding History

Soltis 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	$395K	Sell	5,089 -595	-10%	-$51.4K	0.02%	414
2026 Q1	$529K	Buy	5,684 +2,656	+88%	+$215K	0.03%	332
2025 Q4	$222K	Sell	3,028 -341	-10%	-$25.1K	0.01%	478
2025 Q3	$241K	Sell	3,369 -4,991	-60%	-$359K	0.02%	420
2025 Q2	$589K	Buy	+8,360	New	+$560K	0.05%	235
2024 Q4	–	Sell	-3,722	Closed	-$245K	–	389
2024 Q3	$245K	Sell	3,722 -58,839	-94%	-$4.17M	0.02%	309
2024 Q2	$4.52M	Buy	+62,561	New	+$4.47M	0.48%	66
2023 Q3	–	Sell	-3,834	Closed	-$231K	–	278
2023 Q2	$231K	Buy	+3,834	New	+$230K	0.03%	237

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

Soltis Investment Advisors's SHEL Position: Q2 2026 in Review

Soltis Investment Advisors reduced its Shell (SHEL) stake by 10% in Q2 2026, selling an estimated $51.4K and leaving 5,089 shares worth $395K. The position accounts for 0.02% of the portfolio, ranked #414.

Soltis Investment Advisors first reported a position in SHEL in Q2 2023 and has held it in 8 quarters since. The position peaked at $4.52M in Q2 2024. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Soltis Investment Advisors held 5,089 shares of Shell worth $395K as of Q2 2026.
Soltis Investment Advisors sold 595 Shell shares in Q2 2026, an estimated $51.4K.
Shell made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #414 holding.
Soltis Investment Advisors first reported a position in Shell in Q2 2023 and has held it in 8 quarters since.
Soltis Investment Advisors's Shell position peaked at $4.52M in Q2 2024.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.