Winch Advisory Services’s Shell SHEL Stock Holding History

Winch 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	$42.1K	Buy	543 +58	+12%	+$5.01K	0.01%	208
2026 Q1	$45.1K	Buy	485 +4	+0.8%	+$323	0.01%	184
2025 Q4	$35.3K	Buy	481 +5	+1%	+$368	0.01%	198
2025 Q3	$34.1K	Buy	476 +5	+1%	+$360	0.01%	195
2025 Q2	$33.2K	Buy	471 +4	+0.9%	+$268	0.01%	190
2025 Q1	$34.2K	Buy	467 +5	+1%	+$337	0.01%	179
2024 Q4	$29K	Buy	462 +394	+579%	+$25.8K	0.01%	200
2024 Q3	$4.51K	Hold	68	–	–	﹤0.01%	320
2024 Q2	$4.88K	Buy	68 +1	+1%	+$71	﹤0.01%	318
2024 Q1	$4.49K	Buy	67 +1	+2%	+$64	﹤0.01%	320
2023 Q4	$4.37K	Hold	66	–	–	﹤0.01%	311
2023 Q3	$4K	Buy	66 +1	+2%	+$62	﹤0.01%	320
2023 Q2	$4K	Buy	65 +1	+2%	+$60	﹤0.01%	319
2023 Q1	$4K	Hold	64	–	–	﹤0.01%	314
2022 Q4	$4K	Buy	64 +1	+2%	+$55	﹤0.01%	299
2022 Q3	$3K	Hold	63	–	–	﹤0.01%	306
2022 Q2	$3K	Hold	63	–	–	﹤0.01%	329
2022 Q1	$3K	Buy	+63	New	+$3.35K	﹤0.01%	361

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

Winch Advisory Services's SHEL Position: Q2 2026 in Review

Winch Advisory Services increased its Shell (SHEL) stake by 12% in Q2 2026, buying an estimated $5.01K and bringing the position to 543 shares worth $42.1K. The position accounts for 0.01% of the portfolio, ranked #208.

Winch Advisory Services first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $45.1K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Winch Advisory Services held 543 shares of Shell worth $42.1K as of Q2 2026.
Winch Advisory Services bought 58 Shell shares in Q2 2026, an estimated $5.01K.
Shell made up 0.01% of Winch Advisory Services's portfolio in Q2 2026, its #208 holding.
Winch Advisory Services first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Winch Advisory Services's Shell position peaked at $45.1K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.