World Investment Advisors’s Shell SHEL Stock Holding History

World Investment 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	$2.34M	Sell	25,364 -699	-3%	-$60.3K	0.04%	435
2026 Q1	$2.42M	Buy	26,063 +2,009	+8%	+$162K	0.04%	430
2025 Q4	$1.77M	Buy	24,054 +7,814	+48%	+$576K	0.03%	505
2025 Q3	$1.16M	Buy	16,240 +8,391	+107%	+$604K	0.02%	527
2025 Q2	$553K	Sell	7,849 -1,500	-16%	-$101K	0.01%	701
2025 Q1	$685K	Buy	9,349 +481	+5%	+$32.4K	0.02%	600
2024 Q4	$556K	Buy	8,868 +3,274	+59%	+$215K	0.02%	648
2024 Q3	$369K	Buy	5,594 +1,512	+37%	+$107K	0.01%	669
2024 Q2	$295K	Sell	4,082 -156	-4%	-$11.2K	0.02%	504
2024 Q1	$284K	Buy	+4,238	New	+$272K	0.04%	316

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

World Investment Advisors's SHEL Position: Q2 2026 in Review

World Investment Advisors reduced its Shell (SHEL) stake by 2.7% in Q2 2026, selling an estimated $60.3K and leaving 25,364 shares worth $2.34M. The position accounts for 0.04% of the portfolio, ranked #435.

World Investment Advisors first reported a position in SHEL in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.42M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

World Investment Advisors held 25,364 shares of Shell worth $2.34M as of Q2 2026.
World Investment Advisors sold 699 Shell shares in Q2 2026, an estimated $60.3K.
Shell made up 0.04% of World Investment Advisors's portfolio in Q2 2026, its #435 holding.
World Investment Advisors first reported a position in Shell in Q1 2024 and has held it in 10 quarters since.
World Investment Advisors's Shell position peaked at $2.42M in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.