Wallace Advisory Group’s Shell SHEL Stock Holding History

Wallace Advisory Group’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	$486K	Buy	6,272 +258	+4%	+$22.3K	0.46%	58
2026 Q1	$559K	Buy	6,014 +77	+1%	+$6.22K	0.6%	34
2025 Q4	$436K	Sell	5,937 -3,028	-34%	-$223K	0.46%	53
2025 Q3	$631K	Sell	8,965 -941	-9%	-$67.8K	0.51%	53
2025 Q2	$726K	Buy	9,906 +2,101	+27%	+$141K	0.53%	50
2025 Q1	$489K	Buy	7,805 +26	+0.3%	+$1.75K	0.34%	87
2024 Q4	$513K	Sell	7,779 -529	-6%	-$34.7K	0.35%	80
2024 Q3	$600K	Hold	8,308	–	–	0.44%	52
2024 Q2	$600K	Buy	8,308 +843	+11%	+$60.3K	0.43%	52
2024 Q1	$491K	Sell	7,465 -280	-4%	-$17.9K	0.37%	73
2023 Q4	$499K	Sell	7,745 -771	-9%	-$50.6K	0.39%	64
2023 Q3	$514K	Buy	8,516 +263	+3%	+$16.4K	0.37%	66
2023 Q2	$475K	Hold	8,253	–	–	0.36%	78
2023 Q1	$475K	Buy	8,253 +1,241	+18%	+$73K	0.36%	78
2022 Q4	$399K	Buy	+7,012	New	+$387K	0.32%	91

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Wallace Advisory Group's SHEL Position: Q2 2026 in Review

Wallace Advisory Group increased its Shell (SHEL) stake by 4.3% in Q2 2026, buying an estimated $22.3K and bringing the position to 6,272 shares worth $486K. The position accounts for 0.46% of the portfolio, ranked #58.

Wallace Advisory Group first reported a position in SHEL in Q4 2022 and has held it in 15 quarters since. The position peaked at $726K in Q2 2025. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Wallace Advisory Group held 6,272 shares of Shell worth $486K as of Q2 2026.
Wallace Advisory Group bought 258 Shell shares in Q2 2026, an estimated $22.3K.
Shell made up 0.46% of Wallace Advisory Group's portfolio in Q2 2026, its #58 holding.
Wallace Advisory Group first reported a position in Shell in Q4 2022 and has held it in 15 quarters since.
Wallace Advisory Group's Shell position peaked at $726K in Q2 2025.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.