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Baron Wealth Management’s Shell SHEL Stock Holding History

Baron 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 		$208K Sell
2,677
-2,077
-44% -$179K 0.05% 281
2026
Q1 		$442K Hold
4,754
– – 0.13% 124
2025
Q4 		$349K Hold
4,754
– – 0.11% 150
2025
Q3 		$340K Sell
4,754
-41
-0.9% -$2.95K 0.11% 135
2025
Q2 		$338K Sell
4,795
-1,360
-22% -$91.2K 0.12% 128
2025
Q1 		$451K Sell
6,155
-2,055
-25% -$138K 0.2% 83
2024
Q4 		$514K Hold
8,210
– – 0.24% 63
2024
Q3 		$541K Buy
8,210
+64
+0.8% +$4.53K 0.26% 60
2024
Q2 		$588K Buy
8,146
+1,603
+24% +$115K 0.3% 46
2024
Q1 		$439K Hold
6,543
– – 0.23% 67
2023
Q4 		$431K Buy
6,543
+308
+5% +$20.2K 0.24% 64
2023
Q3 		$401K Buy
6,235
+694
+13% +$43.2K 0.26% 59
2023
Q2 		$335K Buy
5,541
+106
+2% +$6.36K 0.21% 82
2023
Q1 		$313K Buy
5,435
+99
+2% +$5.82K 0.22% 77
2022
Q4 		$304K Buy
+5,336
New +$294K 0.23% 75

Other funds holding SHEL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Baron Wealth Management reduced its Shell (SHEL) stake by 44% in Q2 2026, selling an estimated $179K and leaving 2,677 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #281.

Baron Wealth Management first reported a position in SHEL in Q4 2022 and has held it in 15 quarters since. The position peaked at $588K in Q2 2024. 268 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Baron Wealth Management held 2,677 shares of Shell worth $208K as of Q2 2026.
  • Baron Wealth Management sold 2,077 Shell shares in Q2 2026, an estimated $179K.
  • Shell made up 0.05% of Baron Wealth Management's portfolio in Q2 2026, its #281 holding.
  • Baron Wealth Management first reported a position in Shell in Q4 2022 and has held it in 15 quarters since.
  • Baron Wealth Management's Shell position peaked at $588K in Q2 2024.
  • 268 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.