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Barlow Wealth Partners’s Shell SHEL Stock Holding History

Barlow Wealth Partners’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 		$201K Hold
2,450
– – 0.02% 148
2026
Q1 		$215K Buy
+2,450
New +$198K 0.02% 131
2025
Q3 		– Sell
-2,950
Closed -$213K – 141
2025
Q2 		$213K Sell
2,950
-322
-10% -$21.6K 0.03% 130
2025
Q1 		$215K Hold
3,272
– – 0.03% 129
2024
Q4 		$217K Hold
3,272
– – 0.03% 130
2024
Q3 		$230K Hold
3,272
– – 0.03% 141
2024
Q2 		$233K Hold
3,272
– – 0.03% 138
2024
Q1 		$237K Hold
3,272
– – 0.03% 136
2023
Q4 		$215K Buy
+3,272
New +$215K 0.03% 142

Other funds holding SHEL

MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Barlow Wealth Partners's SHEL Position: Q2 2026 in Review

Barlow Wealth Partners held its Shell (SHEL) position steady in Q2 2026 at 2,450 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #148.

Barlow Wealth Partners first reported a position in SHEL in Q4 2023 and has held it in 9 quarters since. The position peaked at $237K in Q1 2024. 676 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Barlow Wealth Partners held 2,450 shares of Shell worth $201K as of Q2 2026.
  • Barlow Wealth Partners left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.02% of Barlow Wealth Partners's portfolio in Q2 2026, its #148 holding.
  • Barlow Wealth Partners first reported a position in Shell in Q4 2023 and has held it in 9 quarters since.
  • Barlow Wealth Partners's Shell position peaked at $237K in Q1 2024.
  • 676 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.