Beverly Hills Private Wealth’s Shell SHEL Stock Holding History

Beverly Hills Private Wealth’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	$251K	Sell	3,235 -4,158	-56%	-$359K	0.05%	219
2026 Q1	$688K	Sell	7,393 -70	-0.9%	-$5.66K	0.11%	157
2025 Q4	$548K	Sell	7,463 -84	-1%	-$6.19K	0.09%	165
2025 Q3	$540K	Sell	7,547 -274	-4%	-$19.7K	0.1%	174
2025 Q2	$551K	Sell	7,821 -331	-4%	-$22.2K	0.1%	162
2025 Q1	$597K	Buy	8,152 +50	+0.6%	+$3.37K	0.12%	151
2024 Q4	$508K	Sell	8,102 -811	-9%	-$53.1K	0.1%	171
2024 Q3	$588K	Sell	8,913 -946	-10%	-$67K	0.12%	166
2024 Q2	$712K	Buy	9,859 +88	+0.9%	+$6.29K	0.15%	141
2024 Q1	$655K	Buy	9,771 +2,065	+27%	+$132K	0.15%	151
2023 Q4	$507K	Buy	7,706 +2,478	+47%	+$163K	0.13%	164
2023 Q3	$337K	Buy	5,228 +1,364	+35%	+$84.9K	0.1%	216
2023 Q2	$236K	Buy	+3,864	New	+$232K	0.04%	296

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

Beverly Hills Private Wealth's SHEL Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Shell (SHEL) stake by 56% in Q2 2026, selling an estimated $359K and leaving 3,235 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #219.

Beverly Hills Private Wealth first reported a position in SHEL in Q2 2023 and has held it in 13 quarters since. The position peaked at $712K in Q2 2024. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Beverly Hills Private Wealth held 3,235 shares of Shell worth $251K as of Q2 2026.
Beverly Hills Private Wealth sold 4,158 Shell shares in Q2 2026, an estimated $359K.
Shell made up 0.05% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #219 holding.
Beverly Hills Private Wealth first reported a position in Shell in Q2 2023 and has held it in 13 quarters since.
Beverly Hills Private Wealth's Shell position peaked at $712K in Q2 2024.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.