VR
SHEL icon

Vision Retirement’s Shell SHEL Stock Holding History

Vision Retirement’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 		$17.4K Hold
224
– – ﹤0.01% 360
2026
Q1 		$20.8K Hold
224
– – 0.01% 319
2025
Q4 		$16.5K Buy
+224
New +$16.5K ﹤0.01% 356

Other funds holding SHEL

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Vision Retirement's SHEL Position: Q2 2026 in Review

Vision Retirement held its Shell (SHEL) position steady in Q2 2026 at 224 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Vision Retirement first reported a position in SHEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.8K in Q1 2026. 1,458 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Vision Retirement held 224 shares of Shell worth $17.4K as of Q2 2026.
  • Vision Retirement left its Shell share count unchanged in Q2 2026.
  • Shell made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #360 holding.
  • Vision Retirement first reported a position in Shell in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's Shell position peaked at $20.8K in Q1 2026.
  • 1,458 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.