Belpointe Asset Management’s Shell SHEL Stock Holding History

Belpointe Asset 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	$511K	Sell	5,377 -2,159	-29%	-$195K	0.01%	737
2026 Q2	$584K	Buy	7,536 +2,833	+60%	+$245K	0.02%	668
2026 Q1	$437K	Buy	4,703 +1,569	+50%	+$127K	0.02%	735
2025 Q4	$230K	Sell	3,134 -117	-4%	-$8.62K	0.01%	922
2025 Q3	$233K	Hold	3,251	–	–	0.01%	879
2025 Q2	$229K	Sell	3,251 -210	-6%	-$14.1K	0.01%	835
2025 Q1	$254K	Buy	3,461 +500	+17%	+$33.7K	0.01%	777
2024 Q4	$212K	Sell	2,961 -163	-5%	-$10.7K	0.01%	789
2024 Q3	$206K	Buy	+3,124	New	+$221K	0.01%	799
2023 Q2	–	Sell	-7,754	Closed	-$446K	–	2890
2023 Q1	$446K	Buy	7,754 +686	+10%	+$40.4K	0.02%	603
2022 Q4	$403K	Buy	7,068 +3,196	+83%	+$176K	0.02%	627
2022 Q3	$193K	Sell	3,872 -36	-0.9%	-$1.86K	0.01%	855
2022 Q2	$204K	Buy	3,908 +934	+31%	+$52.5K	0.01%	817
2022 Q1	$164K	Buy	+2,974	New	+$158K	0.01%	989

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return

Belpointe Asset Management's SHEL Position: Q3 2026 in Review

Belpointe Asset Management reduced its Shell (SHEL) stake by 29% in Q3 2026, selling an estimated $195K and leaving 5,377 shares worth $511K. The position accounts for 0.01% of the portfolio, ranked #737.

Belpointe Asset Management first reported a position in SHEL in Q1 2022 and has held it in 14 quarters since. The position peaked at $584K in Q2 2026. 1,423 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Belpointe Asset Management held 5,377 shares of Shell worth $511K as of Q3 2026.
Belpointe Asset Management sold 2,159 Shell shares in Q3 2026, an estimated $195K.
Shell made up 0.01% of Belpointe Asset Management's portfolio in Q3 2026, its #737 holding.
Belpointe Asset Management first reported a position in Shell in Q1 2022 and has held it in 14 quarters since.
Belpointe Asset Management's Shell position peaked at $584K in Q2 2026.
1,423 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.