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Valeo Financial Advisors’s Shell SHEL Stock Holding History

Valeo 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 		$1.29M Sell
16,583
-111
-0.7% -$9.58K 0.03% 262
2026
Q1 		$1.55M Sell
16,694
-5,453
-25% -$441K 0.04% 194
2025
Q4 		$1.63M Buy
22,147
+678
+3% +$49.9K 0.04% 198
2025
Q3 		$1.54M Sell
21,469
-427
-2% -$30.7K 0.04% 208
2025
Q2 		$1.54M Sell
21,896
-2,750
-11% -$184K 0.04% 205
2025
Q1 		$1.81M Buy
24,646
+585
+2% +$39.4K 0.05% 173
2024
Q4 		$1.51M Sell
24,061
-1,062
-4% -$69.6K 0.04% 184
2024
Q3 		$1.66M Sell
25,123
-2,505
-9% -$177K 0.05% 180
2024
Q2 		$1.99M Sell
27,628
-1,797
-6% -$128K 0.06% 146
2024
Q1 		$2.15M Sell
29,425
-1,256
-4% -$80.5K 0.08% 135
2023
Q4 		$2.02M Sell
30,681
-3,574
-10% -$235K 0.08% 135
2023
Q3 		$2.21M Sell
34,255
-9,261
-21% -$576K 0.1% 116
2023
Q2 		$1.99M Sell
43,516
-635
-1% -$38.1K 0.09% 124
2023
Q1 		$1.94M Buy
44,151
+3,578
+9% +$210K 0.09% 131
2022
Q4 		$1.71M Buy
40,573
+24
+0.1% +$1.32K 0.09% 128
2022
Q3 		$1.5M Buy
40,549
+10,029
+33% +$517K 0.1% 127
2022
Q2 		$1.6M Buy
30,520
+4,908
+19% +$276K 0.1% 119
2022
Q1 		$1.41M Buy
+25,612
New +$1.36M 0.07% 161

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
OAG
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

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

Valeo Financial Advisors reduced its Shell (SHEL) stake by 0.66% in Q2 2026, selling an estimated $9.58K and leaving 16,583 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #262.

Valeo Financial Advisors first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.21M in Q3 2023. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Valeo Financial Advisors held 16,583 shares of Shell worth $1.29M as of Q2 2026.
  • Valeo Financial Advisors sold 111 Shell shares in Q2 2026, an estimated $9.58K.
  • Shell made up 0.03% of Valeo Financial Advisors's portfolio in Q2 2026, its #262 holding.
  • Valeo Financial Advisors first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Valeo Financial Advisors's Shell position peaked at $2.21M in Q3 2023.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.