Cove Private Wealth
SHEL icon

Cove Private Wealth’s Shell SHEL Stock Holding History

Cove Private Wealth’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 		$347K Hold
3,655
– – 0.06% 170
2026
Q2 		$283K Hold
3,655
– – 0.05% 184
2026
Q1 		$340K Hold
3,655
– – 0.08% 146
2025
Q4 		$269K Hold
3,655
– – 0.08% 141
2025
Q3 		$261K Hold
3,655
– – 0.08% 138
2025
Q2 		$257K Buy
+3,655
New +$245K 0.09% 136

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Life Cycle Investment Partners
Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
WGI DM
WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return

Cove Private Wealth's SHEL Position: Q3 2026 in Review

Cove Private Wealth held its Shell (SHEL) position steady in Q3 2026 at 3,655 shares worth $347K. The position accounts for 0.06% of the portfolio, ranked #170.

Cove Private Wealth first reported a position in SHEL in Q2 2025 and has held it in 6 quarters since. 1,423 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Cove Private Wealth held 3,655 shares of Shell worth $347K as of Q3 2026.
  • Cove Private Wealth left its Shell share count unchanged in Q3 2026.
  • Shell made up 0.06% of Cove Private Wealth's portfolio in Q3 2026, its #170 holding.
  • Cove Private Wealth first reported a position in Shell in Q2 2025 and has held it in 6 quarters since.
  • 1,423 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.