Wealth Enhancement Advisory Services’s Shell SHEL Stock Holding History

Wealth Enhancement Advisory Services’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	$12M	Buy	147,976 +5,553	+4%	+$479K	0.02%	601
2026 Q1	$13M	Sell	142,423 -177,700	-56%	-$14.4M	0.03%	507
2025 Q4	$23.3M	Sell	320,123 -1,001	-0.3%	-$73.7K	0.03%	438
2025 Q3	$24.1M	Buy	321,124 +12,133	+4%	+$874K	0.04%	410
2025 Q2	$22.2M	Sell	308,991 -48,347	-14%	-$3.24M	0.04%	389
2025 Q1	$26.2M	Sell	357,338 -65,139	-15%	-$4.39M	0.05%	331
2024 Q4	$26.5M	Buy	422,477 +25,976	+7%	+$1.7M	0.05%	314
2024 Q3	$26.1M	Sell	396,501 -49,070	-11%	-$3.48M	0.06%	306
2024 Q2	$32.2M	Buy	445,571 +23,844	+6%	+$1.7M	0.08%	247
2024 Q1	$28.3M	Sell	421,727 -13,443	-3%	-$861K	0.07%	253
2023 Q4	$28.6M	Sell	435,170 -16,964	-4%	-$1.11M	0.08%	225
2023 Q3	$29.1M	Buy	+452,134	New	+$28.1M	0.1%	214
2023 Q1	–	Sell	-4,050	Closed	-$237K	–	557
2022 Q4	$237K	Hold	4,050	–	–	﹤0.01%	302
2022 Q3	$210K	Buy	+4,050	New	+$209K	﹤0.01%	313
2022 Q2	–	Sell	-4,050	Closed	-$226K	–	366
2022 Q1	$226K	Buy	+4,050	New	+$215K	﹤0.01%	304

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

Wealth Enhancement Advisory Services's SHEL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Shell (SHEL) stake by 3.9% in Q2 2026, buying an estimated $479K and bringing the position to 147,976 shares worth $12M. The position accounts for 0.02% of the portfolio, ranked #601.

Wealth Enhancement Advisory Services first reported a position in SHEL in Q1 2022 and has held it in 15 quarters since. The position peaked at $32.2M in Q2 2024. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Wealth Enhancement Advisory Services held 147,976 shares of Shell worth $12M as of Q2 2026.
Wealth Enhancement Advisory Services bought 5,553 Shell shares in Q2 2026, an estimated $479K.
Shell made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #601 holding.
Wealth Enhancement Advisory Services first reported a position in Shell in Q1 2022 and has held it in 15 quarters since.
Wealth Enhancement Advisory Services's Shell position peaked at $32.2M in Q2 2024.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.