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Benson Wealth Management’s Shell SHEL Stock Holding History

Benson 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 		$6.2K Hold
80
– – 0.01% 208
2026
Q1 		$7.44K Hold
80
– – 0.01% 178
2025
Q4 		$5.88K Buy
+80
New +$5.89K 0.01% 193

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Benson Wealth Management held its Shell (SHEL) position steady in Q2 2026 at 80 shares worth $6.2K. The position accounts for 0.01% of the portfolio, ranked #208.

Benson Wealth Management first reported a position in SHEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.44K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Benson Wealth Management held 80 shares of Shell worth $6.2K as of Q2 2026.
  • Benson Wealth Management left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.01% of Benson Wealth Management's portfolio in Q2 2026, its #208 holding.
  • Benson Wealth Management first reported a position in Shell in Q4 2025 and has held it in 3 quarters since.
  • Benson Wealth Management's Shell position peaked at $7.44K in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.