Strategic Financial Concepts’s Shell SHEL Stock Holding History

Strategic Financial Concepts’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	-3,462	Closed	-$322K	–	299
2026 Q1	$322K	Buy	+3,462	New	+$280K	0.08%	205
2025 Q2	–	Sell	-4,707	Closed	-$345K	–	348
2025 Q1	$345K	Buy	4,707 +32	+0.7%	+$2.16K	0.06%	219
2024 Q4	$293K	Buy	+4,675	New	+$306K	0.06%	242
2024 Q3	–	Sell	-3,369	Closed	-$243K	–	645
2024 Q2	$243K	Sell	3,369 -1,910	-36%	-$137K	0.14%	112
2024 Q1	$354K	Buy	5,279 +1,739	+49%	+$111K	0.09%	207
2023 Q4	$233K	Sell	3,540 -872	-20%	-$57.2K	0.14%	119
2023 Q3	$284K	Sell	4,412 -50	-1%	-$3.11K	0.1%	191
2023 Q2	$269K	Sell	4,462 -139	-3%	-$8.34K	0.1%	184
2023 Q1	$265K	Buy	+4,601	New	+$271K	0.11%	168

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

Strategic Financial Concepts's SHEL Position: Q2 2026 in Review

Strategic Financial Concepts sold out of Shell (SHEL) in Q2 2026, closing a stake of 3,462 shares — an estimated $322K sold.

Strategic Financial Concepts first reported a position in SHEL in Q1 2023 and held it in 9 quarters. The position peaked at $354K in Q1 2024. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Strategic Financial Concepts reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Strategic Financial Concepts sold 3,462 Shell shares in Q2 2026, an estimated $322K.
Strategic Financial Concepts first reported a position in Shell in Q1 2023 and held it in 9 quarters.
Strategic Financial Concepts's Shell position peaked at $354K in Q1 2024.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.