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Cornerstone Planning Group’s Shell SHEL Stock Holding History

Cornerstone Planning Group’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 		$107K Buy
1,222
+7
+0.6% +$604 0.01% 241
2026
Q1 		$109K Buy
1,215
+150
+14% +$12.1K 0.01% 234
2025
Q4 		$80.7K Buy
1,065
+797
+297% +$58.7K 0.01% 244
2025
Q3 		$93.2K Sell
268
-599
-69% -$43.1K 0.01% 220
2025
Q2 		$62.8K Buy
867
+119
+16% +$7.98K 0.01% 206
2025
Q1 		$48.3K Buy
748
+581
+348% +$39.1K 0.01% 246
2024
Q4 		$10.9K Buy
167
+55
+49% +$3.6K ﹤0.01% 414
2024
Q3 		$7.31K Sell
112
-25
-18% -$1.77K ﹤0.01% 484
2024
Q2 		$9.59K Sell
137
-202
-60% -$14.4K ﹤0.01% 444
2024
Q1 		$24.5K Buy
+339
New +$21.7K 0.01% 270
2023
Q4 		– Sell
-19
Closed -$1.22K – 1012
2023
Q3 		$1.22K Hold
19
– – ﹤0.01% 748
2023
Q2 		$1.15K Buy
+19
New +$1.14K ﹤0.01% 1317
2022
Q4 		$14.3K Buy
+242
New +$13.3K 0.01% 534

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WD
WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Cornerstone Planning Group's SHEL Position: Q2 2026 in Review

Cornerstone Planning Group increased its Shell (SHEL) stake by 0.58% in Q2 2026, buying an estimated $604 and bringing the position to 1,222 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #241.

Cornerstone Planning Group first reported a position in SHEL in Q4 2022 and has held it in 13 quarters since. The position peaked at $109K in Q1 2026. 952 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Cornerstone Planning Group held 1,222 shares of Shell worth $107K as of Q2 2026.
  • Cornerstone Planning Group bought 7 Shell shares in Q2 2026, an estimated $604.
  • Shell made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #241 holding.
  • Cornerstone Planning Group first reported a position in Shell in Q4 2022 and has held it in 13 quarters since.
  • Cornerstone Planning Group's Shell position peaked at $109K in Q1 2026.
  • 952 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.