Ulland Investment Advisors’s Shell SHEL Stock Holding History

Ulland Investment 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	-300	Closed	-$28K	–	232
2026 Q1	$28K	Hold	300	–	–	0.02%	143
2025 Q4	$22K	Hold	300	–	–	0.02%	150
2025 Q3	$21K	Hold	300	–	–	0.02%	152
2025 Q2	$21K	Hold	300	–	–	0.02%	146
2025 Q1	$22K	Hold	300	–	–	0.02%	146
2024 Q4	$19K	Hold	300	–	–	0.01%	150
2024 Q3	$20K	Hold	300	–	–	0.01%	142
2024 Q2	$22K	Hold	300	–	–	0.02%	138
2024 Q1	$20K	Hold	300	–	–	0.02%	148
2023 Q4	$20K	Hold	300	–	–	0.02%	139
2023 Q3	$19K	Hold	300	–	–	0.02%	144
2023 Q2	$18K	Hold	300	–	–	0.02%	145
2023 Q1	$17K	Hold	300	–	–	0.02%	138
2022 Q4	$17K	Hold	300	–	–	0.02%	143
2022 Q3	$15K	Hold	300	–	–	0.02%	145
2022 Q2	$16K	Hold	300	–	–	0.02%	154
2022 Q1	$16K	Buy	+300	New	+$15.9K	0.01%	164

Other funds holding SHEL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Ulland Investment Advisors's SHEL Position: Q2 2026 in Review

Ulland Investment Advisors sold out of Shell (SHEL) in Q2 2026, closing a stake of 300 shares — an estimated $28K sold.

Ulland Investment Advisors first reported a position in SHEL in Q1 2022 and held it in 17 quarters. The position peaked at $28K in Q1 2026. 929 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Ulland Investment Advisors reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Ulland Investment Advisors sold 300 Shell shares in Q2 2026, an estimated $28K.
Ulland Investment Advisors first reported a position in Shell in Q1 2022 and held it in 17 quarters.
Ulland Investment Advisors's Shell position peaked at $28K in Q1 2026.
929 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.