Comprehensive Money Management Services’s Shell SHEL Stock Holding History

Comprehensive Money Management Services’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	$299K	Buy	3,857 +400	+12%	+$34.5K	0.19%	157
2026 Q1	$322K	Sell	3,457 -500	-13%	-$40.4K	0.21%	149
2025 Q4	$291K	Hold	3,957	–	–	0.2%	152
2025 Q3	$283K	Hold	3,957	–	–	0.2%	155
2025 Q2	$279K	Sell	3,957 -218	-5%	-$14.6K	0.21%	143
2025 Q1	$306K	Hold	4,175	–	–	0.25%	134
2024 Q4	$262K	Buy	+4,175	New	+$274K	0.22%	143

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

Comprehensive Money Management Services's SHEL Position: Q2 2026 in Review

Comprehensive Money Management Services increased its Shell (SHEL) stake by 12% in Q2 2026, buying an estimated $34.5K and bringing the position to 3,857 shares worth $299K. The position accounts for 0.19% of the portfolio, ranked #157.

Comprehensive Money Management Services first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $322K in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Comprehensive Money Management Services held 3,857 shares of Shell worth $299K as of Q2 2026.
Comprehensive Money Management Services bought 400 Shell shares in Q2 2026, an estimated $34.5K.
Shell made up 0.19% of Comprehensive Money Management Services's portfolio in Q2 2026, its #157 holding.
Comprehensive Money Management Services first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
Comprehensive Money Management Services's Shell position peaked at $322K in Q1 2026.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.