Argonautica Private Wealth Management’s Shell SHEL Stock Holding History

Argonautica Private 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	$809K	Buy	10,433 +867	+9%	+$74.8K	0.2%	94
2026 Q1	$890K	Buy	9,566 +1,233	+15%	+$99.6K	0.27%	75
2025 Q4	$612K	Buy	8,333 +1,266	+18%	+$93.3K	0.18%	111
2025 Q3	$505K	Buy	7,067 +221	+3%	+$15.9K	0.15%	119
2025 Q2	$482K	Sell	6,846 -163	-2%	-$10.9K	0.15%	121
2025 Q1	$514K	Buy	7,009 +654	+10%	+$44.1K	0.18%	107
2024 Q4	$398K	Buy	6,355 +342	+6%	+$22.4K	0.13%	131
2024 Q3	$397K	Buy	6,013 +32	+0.5%	+$2.27K	0.13%	132
2024 Q2	$432K	Sell	5,981 -3	-0.1%	-$214	0.15%	126
2024 Q1	$401K	Sell	5,984 -850	-12%	-$54.5K	0.14%	133
2023 Q4	$450K	Sell	6,834 -4	-0.1%	-$262	0.18%	106
2023 Q3	$440K	Buy	6,838 +70	+1%	+$4.36K	0.2%	99
2023 Q2	$409K	Buy	6,768 +1,445	+27%	+$86.7K	0.18%	99
2023 Q1	$306K	Sell	5,323 -1,106	-17%	-$65.1K	0.15%	111
2022 Q4	$366K	Buy	+6,429	New	+$354K	0.19%	100

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

Argonautica Private Wealth Management's SHEL Position: Q2 2026 in Review

Argonautica Private Wealth Management increased its Shell (SHEL) stake by 9.1% in Q2 2026, buying an estimated $74.8K and bringing the position to 10,433 shares worth $809K. The position accounts for 0.2% of the portfolio, ranked #94.

Argonautica Private Wealth Management first reported a position in SHEL in Q4 2022 and has held it in 15 quarters since. The position peaked at $890K in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Argonautica Private Wealth Management held 10,433 shares of Shell worth $809K as of Q2 2026.
Argonautica Private Wealth Management bought 867 Shell shares in Q2 2026, an estimated $74.8K.
Shell made up 0.2% of Argonautica Private Wealth Management's portfolio in Q2 2026, its #94 holding.
Argonautica Private Wealth Management first reported a position in Shell in Q4 2022 and has held it in 15 quarters since.
Argonautica Private Wealth Management's Shell position peaked at $890K in Q1 2026.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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