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Bulltick Wealth Management’s Shell SHEL Stock Holding History

Bulltick 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 		$248K Sell
3,201
-1,305
-29% -$113K 0.05% 117
2026
Q1 		$419K Sell
4,506
-3,526
-44% -$285K 0.09% 93
2025
Q4 		$590K Buy
8,032
+1,236
+18% +$91K 0.13% 75
2025
Q3 		$486K Sell
6,796
-330
-5% -$23.8K 0.11% 77
2025
Q2 		$502K Buy
7,126
+693
+11% +$46.5K 0.12% 87
2025
Q1 		$471K Sell
6,433
-40,975
-86% -$2.76M 0.13% 90
2024
Q4 		$2.97M Sell
47,408
-39,127
-45% -$2.56M 0.68% 37
2024
Q3 		$5.71M Buy
86,535
+4,950
+6% +$351K 1.38% 21
2024
Q2 		$5.89M Sell
81,585
-24,295
-23% -$1.74M 1.45% 27
2024
Q1 		$7.1M Buy
105,880
+27,077
+34% +$1.74M 1.22% 28
2023
Q4 		$5.19M Buy
78,803
+37,029
+89% +$2.43M 1.18% 37
2023
Q3 		$2.69M Sell
41,774
-36,500
-47% -$2.27M 0.65% 46
2023
Q2 		$4.73M Buy
78,274
+260
+0.3% +$15.6K 1.05% 36
2023
Q1 		$4.49M Buy
78,014
+20,520
+36% +$1.21M 1.16% 38
2022
Q4 		$3.27M Sell
57,494
-1,964
-3% -$108K 0.93% 31
2022
Q3 		$2.96M Buy
+59,458
New +$3.06M 0.89% 34

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

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

Bulltick Wealth Management reduced its Shell (SHEL) stake by 29% in Q2 2026, selling an estimated $113K and leaving 3,201 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #117.

Bulltick Wealth Management first reported a position in SHEL in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.1M in Q1 2024. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Bulltick Wealth Management held 3,201 shares of Shell worth $248K as of Q2 2026.
  • Bulltick Wealth Management sold 1,305 Shell shares in Q2 2026, an estimated $113K.
  • Shell made up 0.05% of Bulltick Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Bulltick Wealth Management first reported a position in Shell in Q3 2022 and has held it in 16 quarters since.
  • Bulltick Wealth Management's Shell position peaked at $7.1M in Q1 2024.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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