Symphony Financial’s Shell SHEL Stock Holding History

Symphony Financial’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	$271K	Sell	3,521 -9	-0.3%	-$777	0.03%	286
2026 Q1	$334K	Buy	3,530 +39	+1%	+$3.15K	0.04%	213
2025 Q4	$258K	Sell	3,491 -490	-12%	-$36.1K	0.03%	248
2025 Q3	$286K	Sell	3,981 -1,557	-28%	-$112K	0.03%	225
2025 Q2	$400K	Buy	+5,538	New	+$371K	0.05%	175
2024 Q2	–	Sell	-3,075	Closed	-$206K	–	222
2024 Q1	$206K	Buy	+3,075	New	+$197K	0.05%	182
2022 Q4	–	Sell	-4,351	Closed	-$218K	–	206
2022 Q3	$218K	Buy	4,351 +5	+0.1%	+$258	0.07%	176
2022 Q2	$229K	Sell	4,346 -1,684	-28%	-$94.6K	0.07%	170
2022 Q1	$334K	Buy	+6,030	New	+$320K	0.08%	156

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

Symphony Financial's SHEL Position: Q2 2026 in Review

Symphony Financial reduced its Shell (SHEL) stake by 0.25% in Q2 2026, selling an estimated $777 and leaving 3,521 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #286.

Symphony Financial first reported a position in SHEL in Q1 2022 and has held it in 9 quarters since. The position peaked at $400K in Q2 2025. 1,524 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Symphony Financial held 3,521 shares of Shell worth $271K as of Q2 2026.
Symphony Financial sold 9 Shell shares in Q2 2026, an estimated $777.
Shell made up 0.03% of Symphony Financial's portfolio in Q2 2026, its #286 holding.
Symphony Financial first reported a position in Shell in Q1 2022 and has held it in 9 quarters since.
Symphony Financial's Shell position peaked at $400K in Q2 2025.
1,524 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.