1900 Wealth Management’s Shell SHEL Stock Holding History

1900 Wealth Management’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	$659K	Buy	8,504 +72	+0.9%	+$6.21K	0.04%	153
2026 Q1	$784K	Buy	8,432 +56	+0.7%	+$4.53K	0.05%	123
2025 Q4	$615K	Buy	8,376 +2,251	+37%	+$166K	0.04%	139
2025 Q3	$438K	Buy	6,125 +65	+1%	+$4.68K	0.03%	164
2025 Q2	$427K	Buy	6,060 +121	+2%	+$8.11K	0.03%	160
2025 Q1	$435K	Buy	5,939 +48	+0.8%	+$3.23K	0.04%	152
2024 Q4	$369K	Buy	5,891 +18	+0.3%	+$1.18K	0.03%	168
2024 Q3	$387K	Buy	5,873 +46	+0.8%	+$3.26K	0.03%	169
2024 Q2	$421K	Buy	5,827 +45	+0.8%	+$3.22K	0.04%	161
2024 Q1	$388K	Buy	5,782 +2,110	+57%	+$135K	0.04%	178
2023 Q4	$242K	Hold	3,672	–	–	0.02%	264
2023 Q3	$236K	Buy	3,672 +205	+6%	+$12.8K	0.02%	268
2023 Q2	$209K	Buy	+3,467	New	+$208K	0.02%	233
2022 Q2	–	Sell	-4,826	Closed	-$265K	–	239
2022 Q1	$265K	Buy	+4,826	New	+$256K	0.03%	214

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

1900 Wealth Management's SHEL Position: Q2 2026 in Review

1900 Wealth Management increased its Shell (SHEL) stake by 0.85% in Q2 2026, buying an estimated $6.21K and bringing the position to 8,504 shares worth $659K. The position accounts for 0.04% of the portfolio, ranked #153.

1900 Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 14 quarters since. The position peaked at $784K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

1900 Wealth Management held 8,504 shares of Shell worth $659K as of Q2 2026.
1900 Wealth Management bought 72 Shell shares in Q2 2026, an estimated $6.21K.
Shell made up 0.04% of 1900 Wealth Management's portfolio in Q2 2026, its #153 holding.
1900 Wealth Management first reported a position in Shell in Q1 2022 and has held it in 14 quarters since.
1900 Wealth Management's Shell position peaked at $784K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.