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VestGen Advisors’s Shell SHEL Stock Holding History

VestGen 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 		$304K Sell
3,916
-283
-7% -$24.4K 0.01% 842
2026
Q1 		$358K Buy
+4,199
New +$339K 0.01% 772

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

VestGen Advisors's SHEL Position: Q2 2026 in Review

VestGen Advisors reduced its Shell (SHEL) stake by 6.7% in Q2 2026, selling an estimated $24.4K and leaving 3,916 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #842.

VestGen Advisors first reported a position in SHEL in Q1 2026 and has held it in 2 quarters since. The position peaked at $358K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • VestGen Advisors held 3,916 shares of Shell worth $304K as of Q2 2026.
  • VestGen Advisors sold 283 Shell shares in Q2 2026, an estimated $24.4K.
  • Shell made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #842 holding.
  • VestGen Advisors first reported a position in Shell in Q1 2026 and has held it in 2 quarters since.
  • VestGen Advisors's Shell position peaked at $358K in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.