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Valued Wealth Advisors’s Shell SHEL Stock Holding History

Valued Wealth 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 		$6.9K Hold
89
– – ﹤0.01% 378
2026
Q1 		$8.28K Buy
89
+83
+1,383% +$6.71K ﹤0.01% 322
2025
Q4 		$441 Hold
6
– – ﹤0.01% 550
2025
Q3 		$430 Hold
6
– – ﹤0.01% 532
2025
Q2 		$423 Hold
6
– – ﹤0.01% 532
2025
Q1 		$440 Hold
6
– – ﹤0.01% 563
2024
Q4 		$376 Hold
6
– – ﹤0.01% 573
2024
Q3 		$420 Hold
6
– – ﹤0.01% 546
2024
Q2 		$459 Hold
6
– – ﹤0.01% 507
2024
Q1 		$427 Hold
6
– – ﹤0.01% 509
2023
Q4 		$406 Buy
+6
New +$394 ﹤0.01% 449

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

Valued Wealth Advisors's SHEL Position: Q2 2026 in Review

Valued Wealth Advisors held its Shell (SHEL) position steady in Q2 2026 at 89 shares worth $6.9K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Valued Wealth Advisors first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.28K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Valued Wealth Advisors held 89 shares of Shell worth $6.9K as of Q2 2026.
  • Valued Wealth Advisors left its Shell share count unchanged in Q2 2026.
  • Shell made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #378 holding.
  • Valued Wealth Advisors first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Shell position peaked at $8.28K in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.