Allied Private Wealth’s Shell SHEL Stock Holding History

Allied Private Wealth’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	$43.4K	Buy	+527	New	+$45.5K	0.03%	257

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

Allied Private Wealth's SHEL Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Shell (SHEL) in Q2 2026: 527 shares worth $43.4K. The stake represents 0.03% of the portfolio and ranks #257 among its holdings.

1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Allied Private Wealth held 527 shares of Shell worth $43.4K as of Q2 2026.
Shell was a new Allied Private Wealth position in Q2 2026.
Shell made up 0.03% of Allied Private Wealth's portfolio in Q2 2026, its #257 holding.
1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.