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Bernard Wealth Management’s Shell SHEL Stock Holding History

Bernard 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 		$1.47K Hold
19
– – ﹤0.01% 283
2026
Q1 		$1.77K Hold
19
– – ﹤0.01% 295
2025
Q4 		$1.4K Buy
+19
New +$1.4K ﹤0.01% 296

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

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

Bernard Wealth Management held its Shell (SHEL) position steady in Q2 2026 at 19 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Bernard Wealth Management first reported a position in SHEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.77K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Bernard Wealth Management held 19 shares of Shell worth $1.47K as of Q2 2026.
  • Bernard Wealth Management left its Shell share count unchanged in Q2 2026.
  • Shell made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #283 holding.
  • Bernard Wealth Management first reported a position in Shell in Q4 2025 and has held it in 3 quarters since.
  • Bernard Wealth Management's Shell position peaked at $1.77K in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.