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Cardinal Point Capital Management’s Shell SHEL Stock Holding History

Cardinal Point Capital 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 		$239K Sell
3,080
-32
-1% -$2.76K 0.01% 268
2026
Q1 		$289K Buy
+3,112
New +$251K 0.02% 230

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

Cardinal Point Capital Management's SHEL Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its Shell (SHEL) stake by 1% in Q2 2026, selling an estimated $2.76K and leaving 3,080 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #268.

Cardinal Point Capital Management first reported a position in SHEL in Q1 2026 and has held it in 2 quarters since. The position peaked at $289K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Cardinal Point Capital Management held 3,080 shares of Shell worth $239K as of Q2 2026.
  • Cardinal Point Capital Management sold 32 Shell shares in Q2 2026, an estimated $2.76K.
  • Shell made up 0.01% of Cardinal Point Capital Management's portfolio in Q2 2026, its #268 holding.
  • Cardinal Point Capital Management first reported a position in Shell in Q1 2026 and has held it in 2 quarters since.
  • Cardinal Point Capital Management's Shell position peaked at $289K in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.