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Tred Avon Family Wealth’s Shell SHEL Stock Holding History

Tred Avon Family Wealth’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 		$544K Buy
7,018
+85
+1% +$7.34K 0.17% 166
2026
Q1 		$645K Sell
6,933
-685
-9% -$55.4K 0.21% 145
2025
Q4 		$560K Sell
7,618
-398
-5% -$29.3K 0.18% 148
2025
Q3 		$573K Buy
+8,016
New +$577K 0.2% 138

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
Orbis Allan Gray
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

Tred Avon Family Wealth's SHEL Position: Q2 2026 in Review

Tred Avon Family Wealth increased its Shell (SHEL) stake by 1.2% in Q2 2026, buying an estimated $7.34K and bringing the position to 7,018 shares worth $544K. The position accounts for 0.17% of the portfolio, ranked #166.

Tred Avon Family Wealth first reported a position in SHEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $645K in Q1 2026. 1,533 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Tred Avon Family Wealth held 7,018 shares of Shell worth $544K as of Q2 2026.
  • Tred Avon Family Wealth bought 85 Shell shares in Q2 2026, an estimated $7.34K.
  • Shell made up 0.17% of Tred Avon Family Wealth's portfolio in Q2 2026, its #166 holding.
  • Tred Avon Family Wealth first reported a position in Shell in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's Shell position peaked at $645K in Q1 2026.
  • 1,533 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.