AWM
SHEL icon

Absher Wealth Management’s Shell SHEL Stock Holding History

Absher 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 		$1.19M Sell
15,352
-184
-1% -$15.9K 0.14% 42
2026
Q1 		$1.44M Sell
15,536
-10,748
-41% -$868K 0.17% 39
2025
Q4 		$1.93M Buy
26,284
+727
+3% +$53.6K 0.23% 35
2025
Q3 		$1.83M Buy
25,557
+174
+0.7% +$12.5K 0.22% 36
2025
Q2 		$1.79M Buy
25,383
+767
+3% +$51.4K 0.22% 37
2025
Q1 		$1.8M Buy
24,616
+999
+4% +$67.3K 0.24% 35
2024
Q4 		$1.48M Buy
23,617
+9,662
+69% +$633K 0.19% 39
2024
Q3 		$920K Sell
13,955
-2,108
-13% -$149K 0.12% 41
2024
Q2 		$1.16M Buy
16,063
+218
+1% +$15.6K 0.16% 37
2024
Q1 		$1.06M Buy
15,845
+532
+3% +$34.1K 0.15% 36
2023
Q4 		$1.01M Sell
15,313
-110
-0.7% -$7.22K 0.15% 36
2023
Q3 		$993K Sell
15,423
-1,377
-8% -$85.7K 0.17% 35
2023
Q2 		$1.01M Buy
16,800
+509
+3% +$30.5K 0.17% 36
2023
Q1 		$937K Sell
16,291
-11,566
-42% -$680K 0.16% 35
2022
Q4 		$1.59M Buy
27,857
+5,410
+24% +$298K 0.29% 30
2022
Q3 		$1.12M Sell
22,447
-8,116
-27% -$418K 0.23% 32
2022
Q2 		$1.6M Sell
30,563
-8,889
-23% -$499K 0.31% 31
2022
Q1 		$2.17M Buy
+39,452
New +$2.09M 0.37% 29

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

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

Absher Wealth Management reduced its Shell (SHEL) stake by 1.2% in Q2 2026, selling an estimated $15.9K and leaving 15,352 shares worth $1.19M. The position accounts for 0.14% of the portfolio, ranked #42.

Absher Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.17M in Q1 2022. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Absher Wealth Management held 15,352 shares of Shell worth $1.19M as of Q2 2026.
  • Absher Wealth Management sold 184 Shell shares in Q2 2026, an estimated $15.9K.
  • Shell made up 0.14% of Absher Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Absher Wealth Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Absher Wealth Management's Shell position peaked at $2.17M in Q1 2022.
  • 1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Absher Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.