Transamerica Financial Advisors’s Shell SHEL Stock Holding History

Transamerica Financial 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	$758K	Buy	9,771 +1,616	+20%	+$139K	0.06%	241
2026 Q1	$758K	Buy	8,155 +2,817	+53%	+$228K	0.06%	240
2025 Q4	$392K	Buy	5,338 +453	+9%	+$33.4K	0.03%	284
2025 Q3	$349K	Buy	+4,885	New	+$352K	0.03%	265
2025 Q1	–	Sell	-1,462	Closed	-$92K	–	593
2024 Q4	$92K	Buy	+1,462	New	+$95.8K	0.01%	273
2022 Q4	–	Sell	-1,184	Closed	-$59K	–	714
2022 Q3	$59K	Sell	1,184 -1	-0.1%	-$52	0.01%	270
2022 Q2	$62K	Buy	+1,185	New	+$66.6K	0.01%	272

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

Transamerica Financial Advisors's SHEL Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Shell (SHEL) stake by 20% in Q2 2026, buying an estimated $139K and bringing the position to 9,771 shares worth $758K. The position accounts for 0.06% of the portfolio, ranked #241.

Transamerica Financial Advisors first reported a position in SHEL in Q2 2022 and has held it in 7 quarters since. The position peaked at $758K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Transamerica Financial Advisors held 9,771 shares of Shell worth $758K as of Q2 2026.
Transamerica Financial Advisors bought 1,616 Shell shares in Q2 2026, an estimated $139K.
Shell made up 0.06% of Transamerica Financial Advisors's portfolio in Q2 2026, its #241 holding.
Transamerica Financial Advisors first reported a position in Shell in Q2 2022 and has held it in 7 quarters since.
Transamerica Financial Advisors's Shell position peaked at $758K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.