Compass Financial Management’s Shell SHEL Stock Holding History

Compass Financial 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	$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

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

Compass Financial Management's SHEL Position: Q2 2026 in Review

Compass Financial Management 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.

1,458 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Compass Financial Management held 1,035 shares of Shell worth $81.5K as of Q2 2026.
Shell was a new Compass Financial Management position in Q2 2026.
Shell made up 0.01% of Compass Financial Management's portfolio in Q2 2026, its #597 holding.
1,458 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.