Cornerstone Wealth Group’s Shell SHEL Stock Holding History

Cornerstone Wealth 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	$295K	Buy	3,810 +744	+24%	+$64.2K	0.02%	359
2026 Q1	$272K	Buy	+3,066	New	+$248K	0.02%	349
2025 Q4	–	Sell	-2,833	Closed	-$203K	–	402
2025 Q3	$203K	Buy	+2,833	New	+$204K	0.01%	342
2023 Q2	–	Sell	-54,188	Closed	-$3.12M	–	157
2023 Q1	$3.12M	Sell	54,188 -688	-1%	-$40.5K	0.55%	66
2022 Q4	$3.13M	Buy	54,876 +977	+2%	+$53.9K	0.59%	58
2022 Q3	$2.68M	Buy	53,899 +1,964	+4%	+$101K	0.59%	56
2022 Q2	$2.72M	Buy	51,935 +4,841	+10%	+$272K	0.57%	63
2022 Q1	$2.59M	Buy	+47,094	New	+$2.5M	0.47%	74

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Cornerstone Wealth Group increased its Shell (SHEL) stake by 24% in Q2 2026, buying an estimated $64.2K and bringing the position to 3,810 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #359.

Cornerstone Wealth Group first reported a position in SHEL in Q1 2022 and has held it in 8 quarters since. The position peaked at $3.13M in Q4 2022. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Cornerstone Wealth Group held 3,810 shares of Shell worth $295K as of Q2 2026.
Cornerstone Wealth Group bought 744 Shell shares in Q2 2026, an estimated $64.2K.
Shell made up 0.02% of Cornerstone Wealth Group's portfolio in Q2 2026, its #359 holding.
Cornerstone Wealth Group first reported a position in Shell in Q1 2022 and has held it in 8 quarters since.
Cornerstone Wealth Group's Shell position peaked at $3.13M in Q4 2022.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.