Clark Wealth Partners’s Shell SHEL Stock Holding History

Clark 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	$10K	Buy	129 +1	+0.8%	+$86	0.01%	224
2026 Q1	$11.9K	Buy	128 +1	+0.8%	+$81	0.01%	232
2025 Q4	$9.33K	Hold	127	–	–	0.01%	248
2025 Q3	$9.33K	Buy	127 +3	+2%	+$216	0.01%	248
2025 Q2	$8.77K	Buy	124 +1	+0.8%	+$67	0.01%	224
2025 Q1	$9.03K	Buy	123 +1	+0.8%	+$67	0.01%	209
2024 Q4	$7.65K	Buy	+122	New	+$8K	0.01%	193

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

Clark Wealth Partners increased its Shell (SHEL) stake by 0.78% in Q2 2026, buying an estimated $86 and bringing the position to 129 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #224.

Clark Wealth Partners first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.9K in Q1 2026. 1,458 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Clark Wealth Partners held 129 shares of Shell worth $10K as of Q2 2026.
Clark Wealth Partners bought 1 Shell share in Q2 2026, an estimated $86.
Shell made up 0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #224 holding.
Clark Wealth Partners first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
Clark Wealth Partners's Shell position peaked at $11.9K in Q1 2026.
1,458 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.