Summit Financial Wealth Advisors’s Shell SHEL Stock Holding History

Summit Financial 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	–	Sell	-2,556	Closed	-$238K	–	229
2026 Q1	$238K	Buy	+2,556	New	+$207K	0.03%	176
2023 Q4	–	Sell	-4,200	Closed	-$275K	–	131
2023 Q3	$275K	Sell	4,200 -1,950	-32%	-$121K	0.07%	102
2023 Q2	$371K	Hold	6,150	–	–	0.09%	92
2023 Q1	$354K	Sell	6,150 -300	-5%	-$17.6K	0.08%	98
2022 Q4	$367K	Sell	6,450 -100	-2%	-$5.51K	0.09%	96
2022 Q3	$367K	Sell	6,550 -852	-12%	-$43.9K	0.11%	83
2022 Q2	$372K	Buy	7,402 +2,057	+38%	+$116K	0.09%	94
2022 Q1	$294K	Buy	+5,345	New	+$284K	0.06%	104

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

Summit Financial Wealth Advisors's SHEL Position: Q2 2026 in Review

Summit Financial Wealth Advisors sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,556 shares — an estimated $238K sold.

Summit Financial Wealth Advisors first reported a position in SHEL in Q1 2022 and held it in 8 quarters. The position peaked at $372K in Q2 2022. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Summit Financial Wealth Advisors reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Summit Financial Wealth Advisors sold 2,556 Shell shares in Q2 2026, an estimated $238K.
Summit Financial Wealth Advisors first reported a position in Shell in Q1 2022 and held it in 8 quarters.
Summit Financial Wealth Advisors's Shell position peaked at $372K in Q2 2022.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.