COMPASS FINANCIAL MANAGEMENT LLC’s Shell SHEL Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$81.5K	Buy	+1,035	New	+$89.3K	0.01%	597

Other funds holding SHEL

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

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's SHEL Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Shell (SHEL) in Q2 2026: 1,035 shares worth $81.5K. The stake represents 0.01% of the portfolio and ranks #597 among its holdings.

1,248 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 1,035 shares of Shell worth $81.5K as of Q2 2026.
Shell was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Shell made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #597 holding.
1,248 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.