Accretive Wealth Partners’s Shell SHEL Stock Holding History

Accretive Wealth Partners’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	$310K	Hold	4,000	–	–	0.08%	140
2026 Q1	$372K	Hold	4,000	–	–	0.1%	132
2025 Q4	$294K	Hold	4,000	–	–	0.09%	128
2025 Q3	$286K	Hold	4,000	–	–	0.09%	128
2025 Q2	$282K	Hold	4,000	–	–	0.09%	128
2025 Q1	$260K	Buy	+4,000	New	+$269K	0.09%	132

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

Accretive Wealth Partners's SHEL Position: Q2 2026 in Review

Accretive Wealth Partners held its Shell (SHEL) position steady in Q2 2026 at 4,000 shares worth $310K. The position accounts for 0.08% of the portfolio, ranked #140.

Accretive Wealth Partners first reported a position in SHEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $372K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Accretive Wealth Partners held 4,000 shares of Shell worth $310K as of Q2 2026.
Accretive Wealth Partners left its Shell share count unchanged in Q2 2026.
Shell made up 0.08% of Accretive Wealth Partners's portfolio in Q2 2026, its #140 holding.
Accretive Wealth Partners first reported a position in Shell in Q1 2025 and has held it in 6 quarters since.
Accretive Wealth Partners's Shell position peaked at $372K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.