Ameliora Wealth Management’s Shell SHEL Stock Holding History

Ameliora 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	$133K	Hold	1,720	–	–	0.04%	123
2026 Q1	$160K	Hold	1,720	–	–	0.05%	108
2025 Q4	$126K	Hold	1,720	–	–	0.04%	119
2025 Q3	$123K	Hold	1,720	–	–	0.04%	124
2025 Q2	$121K	Hold	1,720	–	–	0.04%	127
2025 Q1	$126K	Sell	1,720 -1,280	-43%	-$86.2K	0.05%	122
2024 Q4	$188K	Hold	3,000	–	–	0.07%	100
2024 Q3	$198K	Hold	3,000	–	–	0.08%	82
2024 Q2	$217K	Hold	3,000	–	–	0.1%	81
2024 Q1	$201K	Buy	+3,000	New	+$192K	0.09%	88

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

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

Ameliora Wealth Management held its Shell (SHEL) position steady in Q2 2026 at 1,720 shares worth $133K. The position accounts for 0.04% of the portfolio, ranked #123.

Ameliora Wealth Management first reported a position in SHEL in Q1 2024 and has held it in 10 quarters since. The position peaked at $217K in Q2 2024. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Ameliora Wealth Management held 1,720 shares of Shell worth $133K as of Q2 2026.
Ameliora Wealth Management left its Shell share count unchanged in Q2 2026.
Shell made up 0.04% of Ameliora Wealth Management's portfolio in Q2 2026, its #123 holding.
Ameliora Wealth Management first reported a position in Shell in Q1 2024 and has held it in 10 quarters since.
Ameliora Wealth Management's Shell position peaked at $217K in Q2 2024.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.