CFM Wealth Partners’s Shell SHEL Stock Holding History

CFM Wealth Partners’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	$234K	Hold	3,020	–	–	0.03%	136
2026 Q1	$281K	Hold	3,020	–	–	0.04%	128
2025 Q4	$222K	Hold	3,020	–	–	0.03%	137
2025 Q3	$216K	Hold	3,020	–	–	0.03%	140
2025 Q2	$213K	Sell	3,020 -347	-10%	-$23.3K	0.03%	137
2025 Q1	$247K	Hold	3,367	–	–	0.04%	124
2024 Q4	$211K	Sell	3,367 -1,402	-29%	-$91.9K	0.04%	138
2024 Q3	$315K	Hold	4,769	–	–	0.05%	119
2024 Q2	$344K	Buy	4,769 +1,402	+42%	+$100K	0.06%	120
2024 Q1	$226K	Sell	3,367 -131	-4%	-$8.39K	0.05%	145
2023 Q4	$230K	Buy	+3,498	New	+$230K	0.05%	152
2023 Q3	–	Sell	-3,498	Closed	-$211K	–	158
2023 Q2	$211K	Hold	3,498	–	–	0.05%	158
2023 Q1	$201K	Buy	+3,498	New	+$206K	0.05%	151

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

CFM Wealth Partners's SHEL Position: Q2 2026 in Review

CFM Wealth Partners held its Shell (SHEL) position steady in Q2 2026 at 3,020 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #136.

CFM Wealth Partners first reported a position in SHEL in Q1 2023 and has held it in 13 quarters since. The position peaked at $344K in Q2 2024. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

CFM Wealth Partners held 3,020 shares of Shell worth $234K as of Q2 2026.
CFM Wealth Partners left its Shell share count unchanged in Q2 2026.
Shell made up 0.03% of CFM Wealth Partners's portfolio in Q2 2026, its #136 holding.
CFM Wealth Partners first reported a position in Shell in Q1 2023 and has held it in 13 quarters since.
CFM Wealth Partners's Shell position peaked at $344K in Q2 2024.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.