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Baker Tilly Wealth Management’s Shell SHEL Stock Holding History

Baker Tilly 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
Q3 		$206K Buy
+2,166
New +$195K 0.04% 277
2026
Q2 		– Sell
-2,362
Closed -$220K – 309
2026
Q1 		$220K Buy
+2,362
New +$191K 0.05% 264
2024
Q2 		– Sell
-9,636
Closed -$646K – 394
2024
Q1 		$646K Buy
9,636
+267
+3% +$17.1K 0.12% 192
2023
Q4 		$616K Sell
9,369
-218
-2% -$14.3K 0.1% 224
2023
Q3 		$617K Sell
9,587
-988
-9% -$61.5K 0.1% 209
2023
Q2 		$638K Buy
10,575
+530
+5% +$31.8K 0.07% 282
2023
Q1 		$578K Buy
10,045
+558
+6% +$32.8K 0.07% 296
2022
Q4 		$540K Sell
9,487
-479
-5% -$26.4K 0.07% 302
2022
Q3 		$496K Buy
9,966
+336
+3% +$17.3K 0.07% 293
2022
Q2 		$504K Buy
+9,630
New +$541K 0.07% 303

Other funds holding SHEL

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Baker Tilly Wealth Management's SHEL Position: Q3 2026 in Review

Baker Tilly Wealth Management opened a new position in Shell (SHEL) in Q3 2026: 2,166 shares worth $206K. The stake represents 0.04% of the portfolio and ranks #277 among its holdings. This is a return to the name: Baker Tilly Wealth Management previously reported a position in SHEL as recently as Q1 2026.

Baker Tilly Wealth Management first reported a position in SHEL in Q2 2022 and has held it in 10 quarters since. The position peaked at $646K in Q1 2024. 182 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Baker Tilly Wealth Management held 2,166 shares of Shell worth $206K as of Q3 2026.
  • Shell was a new Baker Tilly Wealth Management position in Q3 2026.
  • Shell made up 0.04% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #277 holding.
  • Baker Tilly Wealth Management first reported a position in Shell in Q2 2022 and has held it in 10 quarters since.
  • Baker Tilly Wealth Management's Shell position peaked at $646K in Q1 2024.
  • 182 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.