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Whipplewood Advisors’s Shell SHEL Stock Holding History

Whipplewood 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 		$14.7K Sell
190
-1,784
-90% -$154K 0.01% 218
2026
Q1 		$184K Buy
1,974
+885
+81% +$71.5K 0.1% 134
2025
Q4 		$80K Buy
1,089
+33
+3% +$2.43K 0.05% 171
2025
Q3 		$75.5K Sell
1,056
-1,204
-53% -$86.7K 0.05% 168
2025
Q2 		$159K Sell
2,260
-9
-0.4% -$603 0.09% 192
2025
Q1 		$166K Buy
2,269
+66
+3% +$4.45K 0.1% 179
2024
Q4 		$138K Buy
+2,203
New +$144K 0.08% 197

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

Whipplewood Advisors's SHEL Position: Q2 2026 in Review

Whipplewood Advisors reduced its Shell (SHEL) stake by 90% in Q2 2026, selling an estimated $154K and leaving 190 shares worth $14.7K. The position accounts for 0.01% of the portfolio, ranked #218.

Whipplewood Advisors first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $184K in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Whipplewood Advisors held 190 shares of Shell worth $14.7K as of Q2 2026.
  • Whipplewood Advisors sold 1,784 Shell shares in Q2 2026, an estimated $154K.
  • Shell made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #218 holding.
  • Whipplewood Advisors first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Shell position peaked at $184K in Q1 2026.
  • 1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.