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Bright Futures Wealth Management’s Shell SHEL Stock Holding History

Bright Futures 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 		$592K Sell
7,636
-1,913
-20% -$165K 0.38% 85
2026
Q1 		$888K Buy
9,549
+1,697
+22% +$137K 0.61% 56
2025
Q4 		$577K Buy
+7,852
New +$578K 0.43% 76
2024
Q4 		– Sell
-16,461
Closed -$1.08M – 212
2024
Q3 		$1.08M Buy
16,461
+5,097
+45% +$361K 0.52% 58
2024
Q2 		$815K Buy
11,364
+889
+8% +$63.5K 0.44% 70
2024
Q1 		$748K Buy
+10,475
New +$671K 0.4% 73

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WD
WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Bright Futures Wealth Management's SHEL Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its Shell (SHEL) stake by 20% in Q2 2026, selling an estimated $165K and leaving 7,636 shares worth $592K. The position accounts for 0.38% of the portfolio, ranked #85.

Bright Futures Wealth Management first reported a position in SHEL in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q3 2024. 950 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Bright Futures Wealth Management held 7,636 shares of Shell worth $592K as of Q2 2026.
  • Bright Futures Wealth Management sold 1,913 Shell shares in Q2 2026, an estimated $165K.
  • Shell made up 0.38% of Bright Futures Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Bright Futures Wealth Management first reported a position in Shell in Q1 2024 and has held it in 6 quarters since.
  • Bright Futures Wealth Management's Shell position peaked at $1.08M in Q3 2024.
  • 950 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.