Aries Wealth Management’s Shell SHEL Stock Holding History

Aries 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	$595K	Sell	7,672 -290	-4%	-$25K	0.12%	132
2026 Q1	$740K	Sell	7,962 -35	-0.4%	-$2.83K	0.16%	112
2025 Q4	$588K	Sell	7,997 -252	-3%	-$18.6K	0.13%	132
2025 Q3	$590K	Sell	8,249 -851	-9%	-$61.3K	0.14%	126
2025 Q2	$641K	Buy	9,100 +490	+6%	+$32.8K	0.17%	119
2025 Q1	$631K	Sell	8,610 -16	-0.2%	-$1.08K	0.17%	116
2024 Q4	$540K	Buy	8,626 +1,815	+27%	+$119K	0.15%	132
2024 Q3	$449K	Buy	6,811 +175	+3%	+$12.4K	0.12%	146
2024 Q2	$479K	Buy	6,636 +1,367	+26%	+$97.7K	0.15%	125
2024 Q1	$353K	Hold	5,269	–	–	0.11%	148
2023 Q4	$347K	Hold	5,269	–	–	0.12%	141
2023 Q3	$359K	Sell	5,269 -32	-0.6%	-$1.99K	0.14%	132
2023 Q2	$320K	Sell	5,301 -226	-4%	-$13.6K	0.12%	146
2023 Q1	$318K	Buy	5,527 +240	+5%	+$14.1K	0.13%	142
2022 Q4	$301K	Hold	5,287	–	–	0.13%	147
2022 Q3	$294K	Buy	5,287 +60	+1%	+$3.09K	0.13%	141
2022 Q2	$273K	Buy	+5,227	New	+$294K	0.12%	135

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

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

Aries Wealth Management reduced its Shell (SHEL) stake by 3.6% in Q2 2026, selling an estimated $25K and leaving 7,672 shares worth $595K. The position accounts for 0.12% of the portfolio, ranked #132.

Aries Wealth Management first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $740K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Aries Wealth Management held 7,672 shares of Shell worth $595K as of Q2 2026.
Aries Wealth Management sold 290 Shell shares in Q2 2026, an estimated $25K.
Shell made up 0.12% of Aries Wealth Management's portfolio in Q2 2026, its #132 holding.
Aries Wealth Management first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
Aries Wealth Management's Shell position peaked at $740K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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