BKM Wealth Management
SHEL icon

BKM Wealth Management’s Shell SHEL Stock Holding History

BKM 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
Q3 		$686K Buy
7,217
+451
+7% +$40.7K 0.22% 92
2026
Q2 		$525K Sell
6,766
-291
-4% -$25.1K 0.19% 103
2026
Q1 		$656K Sell
7,057
-73
-1% -$5.9K 0.24% 92
2025
Q4 		$524K Sell
7,130
-193
-3% -$14.2K 0.19% 100
2025
Q3 		$524K Sell
7,323
-2,990
-29% -$215K 0.19% 100
2025
Q2 		$726K Sell
10,313
-23
-0.2% -$1.54K 0.28% 85
2025
Q1 		$757K Buy
10,336
+374
+4% +$25.2K 0.31% 81
2024
Q4 		$624K Buy
9,962
+541
+6% +$35.5K 0.26% 90
2024
Q3 		$621K Buy
9,421
+1,093
+13% +$77.4K 0.25% 97
2024
Q2 		$601K Sell
8,328
-117
-1% -$8.36K 0.29% 92
2024
Q1 		$566K Buy
8,445
+3,031
+56% +$194K 0.24% 98
2023
Q4 		$356K Buy
+5,414
New +$355K 0.15% 118

Other funds holding SHEL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
American Assets Investment Management
American Assets Investment Management San Diego, California $1.62B AUM 38.79% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BKM Wealth Management's SHEL Position: Q3 2026 in Review

BKM Wealth Management increased its Shell (SHEL) stake by 6.7% in Q3 2026, buying an estimated $40.7K and bringing the position to 7,217 shares worth $686K. The position accounts for 0.22% of the portfolio, ranked #92.

BKM Wealth Management first reported a position in SHEL in Q4 2023 and has held it in 12 quarters since. The position peaked at $757K in Q1 2025. 855 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • BKM Wealth Management held 7,217 shares of Shell worth $686K as of Q3 2026.
  • BKM Wealth Management bought 451 Shell shares in Q3 2026, an estimated $40.7K.
  • Shell made up 0.22% of BKM Wealth Management's portfolio in Q3 2026, its #92 holding.
  • BKM Wealth Management first reported a position in Shell in Q4 2023 and has held it in 12 quarters since.
  • BKM Wealth Management's Shell position peaked at $757K in Q1 2025.
  • 855 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.