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Buck Wealth Strategies’s Shell SHEL Stock Holding History

Buck Wealth Strategies’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 		$1.28K Buy
+16
New +$1.38K ﹤0.01% 911
2023
Q3 		– Sell
-450
Closed -$27.2K – 392
2023
Q2 		$27.2K Buy
+450
New +$27K 0.01% 101

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

Buck Wealth Strategies's SHEL Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Shell (SHEL) in Q2 2026: 16 shares worth $1.28K. The stake represents ﹤0.01% of the portfolio and ranks #911 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in SHEL as recently as Q2 2023.

Buck Wealth Strategies first reported a position in SHEL in Q2 2023 and has held it in 2 quarters since. The position peaked at $27.2K in Q2 2023. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Buck Wealth Strategies held 16 shares of Shell worth $1.28K as of Q2 2026.
  • Shell was a new Buck Wealth Strategies position in Q2 2026.
  • Shell made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #911 holding.
  • Buck Wealth Strategies first reported a position in Shell in Q2 2023 and has held it in 2 quarters since.
  • Buck Wealth Strategies's Shell position peaked at $27.2K in Q2 2023.
  • 1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.