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 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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

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

Core Wealth Partners held its Shell (SHEL) position steady in Q2 2026 at 9,049 shares worth $702K. The position accounts for 0.3% of the portfolio, ranked #78.

Core Wealth Partners first reported a position in SHEL in Q2 2024 and has held it in 9 quarters since. The position peaked at $842K in Q1 2026. 473 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Core Wealth Partners held 9,049 shares of Shell worth $702K as of Q2 2026.
Core Wealth Partners left its Shell share count unchanged in Q2 2026.
Shell made up 0.3% of Core Wealth Partners's portfolio in Q2 2026, its #78 holding.
Core Wealth Partners first reported a position in Shell in Q2 2024 and has held it in 9 quarters since.
Core Wealth Partners's Shell position peaked at $842K in Q1 2026.
473 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.