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Sowell Financial Services’s Shell SHEL Stock Holding History

Sowell Financial Services’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 		$1.12M Sell
14,395
-1,155
-7% -$99.7K 0.04% 437
2026
Q1 		$1.45M Buy
15,550
+513
+3% +$41.5K 0.05% 370
2025
Q4 		$1.1M Buy
15,037
+1,058
+8% +$77.9K 0.04% 407
2025
Q3 		$1,000K Sell
13,979
-133
-0.9% -$9.58K 0.04% 417
2025
Q2 		$994K Sell
14,112
-736
-5% -$49.3K 0.04% 413
2025
Q1 		$1.09M Sell
14,848
-3,186
-18% -$215K 0.05% 365
2024
Q4 		$1.13M Sell
18,034
-3,654
-17% -$239K 0.06% 298
2024
Q3 		$1.43M Sell
21,688
-218
-1% -$15.4K 0.07% 291
2024
Q2 		$1.58M Sell
21,906
-700
-3% -$50K 0.08% 262
2024
Q1 		$1.51M Buy
22,606
+2,702
+14% +$173K 0.07% 277
2023
Q4 		$1.31M Sell
19,904
-104
-0.5% -$6.83K 0.07% 287
2023
Q3 		$1.29M Sell
20,008
-5,777
-22% -$360K 0.08% 270
2023
Q2 		$1.56M Buy
25,785
+6,823
+36% +$409K 0.09% 261
2023
Q1 		$1.09M Sell
18,962
-10,594
-36% -$623K 0.08% 281
2022
Q4 		$1.68M Buy
29,556
+6,602
+29% +$364K 0.11% 219
2022
Q3 		$1.14M Buy
22,954
+2,863
+14% +$148K 0.12% 224
2022
Q2 		$1.05M Buy
+20,091
New +$1.13M 0.1% 160

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

Sowell Financial Services's SHEL Position: Q2 2026 in Review

Sowell Financial Services reduced its Shell (SHEL) stake by 7.4% in Q2 2026, selling an estimated $99.7K and leaving 14,395 shares worth $1.12M. The position accounts for 0.04% of the portfolio, ranked #437.

Sowell Financial Services first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.68M in Q4 2022. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Sowell Financial Services held 14,395 shares of Shell worth $1.12M as of Q2 2026.
  • Sowell Financial Services sold 1,155 Shell shares in Q2 2026, an estimated $99.7K.
  • Shell made up 0.04% of Sowell Financial Services's portfolio in Q2 2026, its #437 holding.
  • Sowell Financial Services first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
  • Sowell Financial Services's Shell position peaked at $1.68M in Q4 2022.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.