CPWA
SHEL icon

Cerro Pacific Wealth Advisors’s Shell SHEL Stock Holding History

Cerro Pacific Wealth Advisors’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 		$219K Buy
2,829
+423
+18% +$36.5K 0.05% 161
2026
Q1 		$224K Buy
+2,406
New +$194K 0.06% 147

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

Cerro Pacific Wealth Advisors's SHEL Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors increased its Shell (SHEL) stake by 18% in Q2 2026, buying an estimated $36.5K and bringing the position to 2,829 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #161.

Cerro Pacific Wealth Advisors first reported a position in SHEL in Q1 2026 and has held it in 2 quarters since. The position peaked at $224K in Q1 2026. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Cerro Pacific Wealth Advisors held 2,829 shares of Shell worth $219K as of Q2 2026.
  • Cerro Pacific Wealth Advisors bought 423 Shell shares in Q2 2026, an estimated $36.5K.
  • Shell made up 0.05% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #161 holding.
  • Cerro Pacific Wealth Advisors first reported a position in Shell in Q1 2026 and has held it in 2 quarters since.
  • Cerro Pacific Wealth Advisors's Shell position peaked at $224K in Q1 2026.
  • 1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.