Wiser Advisor Group’s Shell SHEL Stock Holding History

Wiser Advisor 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	$30.9K	Buy	399 +4	+1%	+$345	0.03%	107
2026 Q1	$36.7K	Buy	395 +4	+1%	+$323	0.04%	102
2025 Q4	$28.8K	Buy	391 +3	+0.8%	+$221	0.03%	116
2025 Q3	$27.7K	Buy	+388	New	+$27.9K	0.03%	118
2025 Q2	–	Sell	-350	Closed	-$25.6K	–	217
2025 Q1	$25.6K	Sell	350 -21	-6%	-$1.42K	0.04%	132
2024 Q4	$23.3K	Buy	371 +3	+0.8%	+$197	0.03%	138
2024 Q3	$24.2K	Buy	368 +3	+0.8%	+$212	0.04%	139
2024 Q2	$26.3K	Buy	365 +5	+1%	+$357	0.04%	129
2024 Q1	$24.2K	Sell	360 -2	-0.6%	-$128	0.04%	134
2023 Q4	$23.8K	Buy	+362	New	+$23.8K	0.04%	136

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

Wiser Advisor Group's SHEL Position: Q2 2026 in Review

Wiser Advisor Group increased its Shell (SHEL) stake by 1% in Q2 2026, buying an estimated $345 and bringing the position to 399 shares worth $30.9K. The position accounts for 0.03% of the portfolio, ranked #107.

Wiser Advisor Group first reported a position in SHEL in Q4 2023 and has held it in 10 quarters since. The position peaked at $36.7K in Q1 2026. 1,529 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Wiser Advisor Group held 399 shares of Shell worth $30.9K as of Q2 2026.
Wiser Advisor Group bought 4 Shell shares in Q2 2026, an estimated $345.
Shell made up 0.03% of Wiser Advisor Group's portfolio in Q2 2026, its #107 holding.
Wiser Advisor Group first reported a position in Shell in Q4 2023 and has held it in 10 quarters since.
Wiser Advisor Group's Shell position peaked at $36.7K in Q1 2026.
1,529 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.