Darwin Wealth Management’s Shell SHEL Stock Holding History

Darwin Wealth 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	$3.81K	Buy	49 +2	+4%	+$173	﹤0.01%	464
2026 Q1	$4.39K	Buy	47 +1	+2%	+$81	﹤0.01%	425
2025 Q4	$3.44K	Hold	46	–	–	﹤0.01%	485
2025 Q3	$3.31K	Buy	46 +1	+2%	+$72	﹤0.01%	466
2025 Q2	$3.23K	Hold	45	–	–	﹤0.01%	450
2025 Q1	$2.82K	Hold	45	–	–	﹤0.01%	489
2024 Q4	$2.82K	Buy	+45	New	+$2.95K	﹤0.01%	489

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

Darwin Wealth Management's SHEL Position: Q2 2026 in Review

Darwin Wealth Management increased its Shell (SHEL) stake by 4.3% in Q2 2026, buying an estimated $173 and bringing the position to 49 shares worth $3.81K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Darwin Wealth Management first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.39K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Darwin Wealth Management held 49 shares of Shell worth $3.81K as of Q2 2026.
Darwin Wealth Management bought 2 Shell shares in Q2 2026, an estimated $173.
Shell made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #464 holding.
Darwin Wealth Management first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
Darwin Wealth Management's Shell position peaked at $4.39K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.