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XML Financial’s Shell SHEL Stock Holding History

XML Financial’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 		$215K Hold
2,777
– – 0.02% 426
2026
Q1 		$258K Sell
2,777
-89
-3% -$7.19K 0.02% 367
2025
Q4 		$211K Buy
+2,866
New +$211K 0.02% 410
2022
Q2 		– Sell
-4,099
Closed -$225K – 320
2022
Q1 		$225K Buy
+4,099
New +$218K 0.03% 293

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

XML Financial's SHEL Position: Q2 2026 in Review

XML Financial held its Shell (SHEL) position steady in Q2 2026 at 2,777 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #426.

XML Financial first reported a position in SHEL in Q1 2022 and has held it in 4 quarters since. The position peaked at $258K in Q1 2026. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • XML Financial held 2,777 shares of Shell worth $215K as of Q2 2026.
  • XML Financial left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.02% of XML Financial's portfolio in Q2 2026, its #426 holding.
  • XML Financial first reported a position in Shell in Q1 2022 and has held it in 4 quarters since.
  • XML Financial's Shell position peaked at $258K in Q1 2026.
  • 1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.