Core Wealth Partners
SHEL icon

Core Wealth Partners’s Shell SHEL Stock Holding History

Core 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
Q3 		$860K Hold
9,049
– – 0.35% 69
2026
Q2 		$702K Hold
9,049
– – 0.3% 78
2026
Q1 		$842K Hold
9,049
– – 0.39% 60
2025
Q4 		$665K Sell
9,049
-1
-0% -$74 0.3% 77
2025
Q3 		$647K Hold
9,050
– – 0.3% 70
2025
Q2 		$637K Hold
9,050
– – 0.32% 71
2025
Q1 		$663K Hold
9,050
– – 0.39% 64
2024
Q4 		$567K Hold
9,050
– – 0.32% 67
2024
Q3 		$597K Hold
9,050
– – 0.36% 63
2024
Q2 		$653K Buy
+9,050
New +$647K 0.45% 51

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
WGI DM
WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Core Wealth Partners's SHEL Position: Q3 2026 in Review

Core Wealth Partners held its Shell (SHEL) position steady in Q3 2026 at 9,049 shares worth $860K. The position accounts for 0.35% of the portfolio, ranked #69.

Core Wealth Partners first reported a position in SHEL in Q2 2024 and has held it in 10 quarters since. 1,102 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Core Wealth Partners held 9,049 shares of Shell worth $860K as of Q3 2026.
  • Core Wealth Partners left its Shell share count unchanged in Q3 2026.
  • Shell made up 0.35% of Core Wealth Partners's portfolio in Q3 2026, its #69 holding.
  • Core Wealth Partners first reported a position in Shell in Q2 2024 and has held it in 10 quarters since.
  • 1,102 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Core Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.