Axxcess Wealth Management’s Shell SHEL Stock Holding History

Axxcess 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	$520K	Buy	+6,704	New	+$579K	0.01%	706
2026 Q1	–	Sell	-6,103	Closed	-$448K	–	889
2025 Q4	$448K	Sell	6,103 -5	-0.1%	-$368	0.01%	727
2025 Q3	$437K	Sell	6,108 -4	-0.1%	-$288	0.01%	656
2025 Q2	$430K	Buy	6,112 +2	+0%	+$134	0.01%	631
2025 Q1	$448K	Buy	6,110 +52	+0.9%	+$3.5K	0.01%	583
2024 Q4	$380K	Buy	6,058 +2	+0%	+$131	0.01%	609
2024 Q3	$399K	Sell	6,056 -2,252	-27%	-$159K	0.01%	605
2024 Q2	$600K	Sell	8,308 -793	-9%	-$56.7K	0.02%	485
2024 Q1	$610K	Buy	9,101 +88	+1%	+$5.64K	0.02%	490
2023 Q4	$593K	Buy	+9,013	New	+$591K	0.02%	473
2023 Q1	–	Sell	-4,140	Closed	-$236K	–	681
2022 Q4	$236K	Buy	+4,140	New	+$228K	0.02%	508

Other funds holding SHEL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

AAIM

American Assets Investment Management San Diego, California $1.65B AUM 59.75% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in Shell (SHEL) in Q2 2026: 6,704 shares worth $520K. The stake represents 0.01% of the portfolio and ranks #706 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SHEL as recently as Q4 2025.

Axxcess Wealth Management first reported a position in SHEL in Q4 2022 and has held it in 11 quarters since. The position peaked at $610K in Q1 2024. 877 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Axxcess Wealth Management held 6,704 shares of Shell worth $520K as of Q2 2026.
Shell was a new Axxcess Wealth Management position in Q2 2026.
Shell made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #706 holding.
Axxcess Wealth Management first reported a position in Shell in Q4 2022 and has held it in 11 quarters since.
Axxcess Wealth Management's Shell position peaked at $610K in Q1 2024.
877 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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