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Sound Income Strategies’s Shell SHEL Stock Holding History

Sound Income Strategies’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 		– Sell
-1,868
Closed -$172K – 2068
2026
Q1 		$172K Sell
1,868
-65
-3% -$5.25K 0.01% 453
2025
Q4 		$143K Sell
1,933
-242
-11% -$17.8K 0.01% 492
2025
Q3 		$160K Buy
+2,175
New +$157K 0.01% 328

Other funds holding SHEL

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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WD
WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Sound Income Strategies's SHEL Position: Q2 2026 in Review

Sound Income Strategies sold out of Shell (SHEL) in Q2 2026, closing a stake of 1,868 shares — an estimated $172K sold.

Sound Income Strategies first reported a position in SHEL in Q3 2025 and held it in 3 quarters. The position peaked at $172K in Q1 2026. 1,232 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Sound Income Strategies reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,868 Shell shares in Q2 2026, an estimated $172K.
  • Sound Income Strategies first reported a position in Shell in Q3 2025 and held it in 3 quarters.
  • Sound Income Strategies's Shell position peaked at $172K in Q1 2026.
  • 1,232 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.