Capital Advisors Wealth Management’s Shell SHEL Stock Holding History

Capital Advisors 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	$296K	Buy	+3,817	New	+$329K	0.03%	191

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

Capital Advisors Wealth Management's SHEL Position: Q2 2026 in Review

Capital Advisors Wealth Management opened a new position in Shell (SHEL) in Q2 2026: 3,817 shares worth $296K. The stake represents 0.03% of the portfolio and ranks #191 among its holdings.

1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Capital Advisors Wealth Management held 3,817 shares of Shell worth $296K as of Q2 2026.
Shell was a new Capital Advisors Wealth Management position in Q2 2026.
Shell made up 0.03% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #191 holding.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.