Concord Wealth Partners’s Shell SHEL Stock Holding History

Concord 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	$36K	Buy	+464	New	+$40.1K	﹤0.01%	407
2026 Q1	–	Sell	-464	Closed	-$34.1K	–	677
2025 Q4	$34.1K	Hold	464	–	–	﹤0.01%	376
2025 Q3	$33.2K	Hold	464	–	–	﹤0.01%	393
2025 Q2	$32.7K	Hold	464	–	–	﹤0.01%	394
2025 Q1	$34K	Hold	464	–	–	0.01%	375
2024 Q4	$29.1K	Hold	464	–	–	﹤0.01%	409
2024 Q3	$30.6K	Hold	464	–	–	0.01%	403
2024 Q2	$33.5K	Hold	464	–	–	0.01%	359
2024 Q1	$31.1K	Hold	464	–	–	0.01%	428
2023 Q4	$30.5K	Hold	464	–	–	0.01%	430
2023 Q3	$29.9K	Sell	464 -200	-30%	-$12.4K	0.01%	448
2023 Q2	$40.1K	Hold	664	–	–	0.01%	394
2023 Q1	$38.2K	Hold	664	–	–	0.01%	384
2022 Q4	$37.8K	Buy	+664	New	+$36.6K	0.01%	418
2022 Q3	–	Sell	-664	Closed	-$35K	–	963
2022 Q2	$35K	Buy	+664	New	+$37.3K	0.01%	429

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

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

Concord Wealth Partners opened a new position in Shell (SHEL) in Q2 2026: 464 shares worth $36K. The stake represents ﹤0.01% of the portfolio and ranks #407 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in SHEL as recently as Q4 2025.

Concord Wealth Partners first reported a position in SHEL in Q2 2022 and has held it in 15 quarters since. The position peaked at $40.1K in Q2 2023. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Concord Wealth Partners held 464 shares of Shell worth $36K as of Q2 2026.
Shell was a new Concord Wealth Partners position in Q2 2026.
Shell made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #407 holding.
Concord Wealth Partners first reported a position in Shell in Q2 2022 and has held it in 15 quarters since.
Concord Wealth Partners's Shell position peaked at $40.1K in Q2 2023.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.