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

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return

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.