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 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

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

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

BKM Wealth Management reduced its Shell (SHEL) stake by 4.1% in Q2 2026, selling an estimated $25.1K and leaving 6,766 shares worth $525K. The position accounts for 0.19% of the portfolio, ranked #103.

BKM Wealth Management first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $757K in Q1 2025. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

BKM Wealth Management held 6,766 shares of Shell worth $525K as of Q2 2026.
BKM Wealth Management sold 291 Shell shares in Q2 2026, an estimated $25.1K.
Shell made up 0.19% of BKM Wealth Management's portfolio in Q2 2026, its #103 holding.
BKM Wealth Management first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
BKM Wealth Management's Shell position peaked at $757K in Q1 2025.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.