Barlow Wealth Partners
SHEL icon

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
Q3 		$239K Hold
2,450
– – 0.02% 137
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
WGI DM
WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Barlow Wealth Partners's SHEL Position: Q3 2026 in Review

Barlow Wealth Partners held its Shell (SHEL) position steady in Q3 2026 at 2,450 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #137.

Barlow Wealth Partners first reported a position in SHEL in Q4 2023 and has held it in 10 quarters since. 1,102 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Barlow Wealth Partners held 2,450 shares of Shell worth $239K as of Q3 2026.
  • Barlow Wealth Partners left its Shell share count unchanged in Q3 2026.
  • Shell made up 0.02% of Barlow Wealth Partners's portfolio in Q3 2026, its #137 holding.
  • Barlow Wealth Partners first reported a position in Shell in Q4 2023 and has held it in 10 quarters since.
  • 1,102 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.