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Confluence Wealth Services’s Shell SHEL Stock Holding History

Confluence Wealth 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 		$683K Buy
8,804
+6,421
+269% +$554K 0.02% 287
2026
Q1 		$222K Sell
2,383
-350
-13% -$28.3K 0.01% 352
2025
Q4 		$201K Sell
2,733
-433
-14% -$31.9K 0.01% 366
2025
Q3 		$226K Sell
3,166
-75
-2% -$5.4K 0.01% 345
2025
Q2 		$228K Sell
3,241
-457
-12% -$30.6K 0.01% 338
2025
Q1 		$239K Hold
3,698
– – 0.02% 315
2024
Q4 		$247K Sell
3,698
-140
-4% -$9.18K 0.02% 298
2024
Q3 		$253K Sell
3,838
-41
-1% -$2.9K 0.02% 303
2024
Q2 		$280K Sell
3,879
-369
-9% -$26.4K 0.02% 311
2024
Q1 		$285K Sell
4,248
-804
-16% -$51.5K 0.03% 275
2023
Q4 		$332K Sell
5,052
-232
-4% -$15.2K 0.04% 225
2023
Q3 		$340K Buy
5,284
+471
+10% +$29.3K 0.07% 195
2023
Q2 		$291K Sell
4,813
-60
-1% -$3.6K 0.06% 216
2023
Q1 		$280K Buy
4,873
+280
+6% +$16.5K 0.07% 204
2022
Q4 		$262K Sell
4,593
-575
-11% -$31.7K 0.07% 195
2022
Q3 		$257K Sell
5,168
-927
-15% -$47.8K 0.11% 190
2022
Q2 		$328K Sell
6,095
-230
-4% -$12.9K 0.14% 188
2022
Q1 		$347K Buy
+6,325
New +$336K 0.13% 174

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Confluence Wealth Services's SHEL Position: Q2 2026 in Review

Confluence Wealth Services increased its Shell (SHEL) stake by 269% in Q2 2026, buying an estimated $554K and bringing the position to 8,804 shares worth $683K. The position accounts for 0.02% of the portfolio, ranked #287.

Confluence Wealth Services first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Confluence Wealth Services held 8,804 shares of Shell worth $683K as of Q2 2026.
  • Confluence Wealth Services bought 6,421 Shell shares in Q2 2026, an estimated $554K.
  • Shell made up 0.02% of Confluence Wealth Services's portfolio in Q2 2026, its #287 holding.
  • Confluence Wealth Services first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.