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Cornerstone Financial Management’s Shell SHEL Stock Holding History

Cornerstone Financial Management’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 		$16.5K Buy
213
+65
+44% +$5.61K 0.01% 315
2026
Q1 		$13.8K Buy
148
+29
+24% +$2.34K 0.01% 258
2025
Q4 		$8.74K Buy
+119
New +$8.77K 0.01% 311

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

Cornerstone Financial Management's SHEL Position: Q2 2026 in Review

Cornerstone Financial Management increased its Shell (SHEL) stake by 44% in Q2 2026, buying an estimated $5.61K and bringing the position to 213 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #315.

Cornerstone Financial Management first reported a position in SHEL in Q4 2025 and has held it in 3 quarters since. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Cornerstone Financial Management held 213 shares of Shell worth $16.5K as of Q2 2026.
  • Cornerstone Financial Management bought 65 Shell shares in Q2 2026, an estimated $5.61K.
  • Shell made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #315 holding.
  • Cornerstone Financial Management first reported a position in Shell in Q4 2025 and has held it in 3 quarters since.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.