Beaird Harris Wealth Management’s Shell SHEL Stock Holding History

Beaird Harris 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	$2.14K	Hold	28	–	–	﹤0.01%	523
2026 Q1	$2.57K	Hold	28	–	–	﹤0.01%	469
2025 Q4	$2.03K	Sell	28 -51	-65%	-$3.76K	﹤0.01%	523
2025 Q3	$5.62K	Buy	79 +42	+114%	+$3.02K	﹤0.01%	415
2025 Q2	$2.61K	Hold	37	–	–	﹤0.01%	476
2025 Q1	$2.71K	Hold	37	–	–	﹤0.01%	420
2024 Q4	$2.32K	Sell	37 -357	-91%	-$23.4K	﹤0.01%	422
2024 Q3	$26K	Sell	394 -321	-45%	-$22.7K	﹤0.01%	276
2024 Q2	$51.6K	Buy	715 +321	+81%	+$22.9K	﹤0.01%	218
2024 Q1	$26.4K	Sell	394 -54	-12%	-$3.46K	﹤0.01%	254
2023 Q4	$29.5K	Buy	448 +385	+611%	+$25.3K	﹤0.01%	228
2023 Q3	$4.06K	Buy	63 +54	+600%	+$3.36K	﹤0.01%	321
2023 Q2	$544	Sell	9 -100	-92%	-$6K	﹤0.01%	424
2023 Q1	$6.27K	Sell	109 -285	-72%	-$16.8K	﹤0.01%	303
2022 Q4	$22.4K	Buy	394 +385	+4,278%	+$21.2K	﹤0.01%	245
2022 Q3	$0	Hold	9	–	–	﹤0.01%	527
2022 Q2	$0	Sell	9 -91	-91%	-$5.11K	﹤0.01%	572
2022 Q1	$5K	Buy	+100	New	+$5.31K	﹤0.01%	429

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Beaird Harris Wealth Management's SHEL Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Shell (SHEL) position steady in Q2 2026 at 28 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Beaird Harris Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $51.6K in Q2 2024. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Beaird Harris Wealth Management held 28 shares of Shell worth $2.14K as of Q2 2026.
Beaird Harris Wealth Management left its Shell share count unchanged in Q2 2026.
Shell made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #523 holding.
Beaird Harris Wealth Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Beaird Harris Wealth Management's Shell position peaked at $51.6K in Q2 2024.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.