Angeles Wealth Management’s Shell SHEL Stock Holding History

Angeles 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	$504K	Sell	6,500 -111	-2%	-$9.58K	0.02%	271
2026 Q1	$615K	Buy	6,611 +2,016	+44%	+$163K	0.03%	197
2025 Q4	$338K	Buy	4,595 +547	+14%	+$40.3K	0.02%	274
2025 Q3	$290K	Sell	4,048 -25	-0.6%	-$1.8K	0.02%	263
2025 Q2	$287K	Sell	4,073 -709	-15%	-$47.5K	0.02%	266
2025 Q1	$350K	Sell	4,782 -585	-11%	-$39.4K	0.03%	179
2024 Q4	$336K	Buy	5,367 +1,747	+48%	+$114K	0.03%	188
2024 Q3	$239K	Sell	3,620 -402	-10%	-$28.5K	0.02%	241
2024 Q2	$290K	Buy	4,022 +1,010	+34%	+$72.2K	0.03%	185
2024 Q1	$202K	Sell	3,012 -600	-17%	-$38.4K	0.02%	220
2023 Q4	$238K	Buy	+3,612	New	+$237K	0.03%	180

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

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

Angeles Wealth Management reduced its Shell (SHEL) stake by 1.7% in Q2 2026, selling an estimated $9.58K and leaving 6,500 shares worth $504K. The position accounts for 0.02% of the portfolio, ranked #271.

Angeles Wealth Management first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $615K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Angeles Wealth Management held 6,500 shares of Shell worth $504K as of Q2 2026.
Angeles Wealth Management sold 111 Shell shares in Q2 2026, an estimated $9.58K.
Shell made up 0.02% of Angeles Wealth Management's portfolio in Q2 2026, its #271 holding.
Angeles Wealth Management first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
Angeles Wealth Management's Shell position peaked at $615K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.