W Advisors LLC’s Shell SHEL Stock Holding History

W Advisors LLC’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	$757K	Hold	9,764	–	–	0.34%	61
2026 Q1	$908K	Hold	9,764	–	–	0.47%	50
2025 Q4	$717K	Hold	9,764	–	–	0.36%	60
2025 Q3	$698K	Hold	9,764	–	–	0.37%	62
2025 Q2	$687K	Hold	9,764	–	–	0.39%	60
2025 Q1	$716K	Hold	9,764	–	–	0.45%	56
2024 Q4	$612K	Hold	9,764	–	–	0.38%	58
2024 Q3	$644K	Hold	9,764	–	–	0.4%	56
2024 Q2	$705K	Hold	9,764	–	–	0.46%	49
2024 Q1	$655K	Hold	9,764	–	–	0.45%	53
2023 Q4	$642K	Hold	9,764	–	–	0.48%	51
2023 Q3	$629K	Hold	9,764	–	–	0.52%	47
2023 Q2	$590K	Hold	9,764	–	–	0.46%	50
2023 Q1	$562K	Hold	9,764	–	–	0.46%	53
2022 Q4	$556K	Sell	9,764 -100	-1%	-$5.51K	0.46%	55
2022 Q3	$491K	Hold	9,864	–	–	0.46%	56
2022 Q2	$516K	Hold	9,864	–	–	0.45%	58
2022 Q1	$542K	Buy	+9,864	New	+$524K	0.41%	62

Other funds holding SHEL

Milford Funds Auckland $6.14B AUM

MIP

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

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

W Advisors LLC's SHEL Position: Q2 2026 in Review

W Advisors LLC held its Shell (SHEL) position steady in Q2 2026 at 9,764 shares worth $757K. The position accounts for 0.34% of the portfolio, ranked #61.

W Advisors LLC first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $908K in Q1 2026. 666 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

W Advisors LLC held 9,764 shares of Shell worth $757K as of Q2 2026.
W Advisors LLC left its Shell share count unchanged in Q2 2026.
Shell made up 0.34% of W Advisors LLC's portfolio in Q2 2026, its #61 holding.
W Advisors LLC first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
W Advisors LLC's Shell position peaked at $908K in Q1 2026.
666 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.