Destiny Wealth Partners’s Shell SHEL Stock Holding History

Destiny Wealth Partners’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	–	Sell	-375	Closed	-$34.9K	–	928
2026 Q1	$34.9K	Buy	+375	New	+$30.3K	﹤0.01%	503
2023 Q1	–	Sell	-203	Closed	-$11.6K	–	560
2022 Q4	$11.6K	Hold	203	–	–	﹤0.01%	464
2022 Q3	$10K	Hold	203	–	–	﹤0.01%	428
2022 Q2	$11K	Buy	+203	New	+$11.4K	﹤0.01%	424

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

Destiny Wealth Partners's SHEL Position: Q2 2026 in Review

Destiny Wealth Partners sold out of Shell (SHEL) in Q2 2026, closing a stake of 375 shares — an estimated $34.9K sold.

Destiny Wealth Partners first reported a position in SHEL in Q2 2022 and held it in 4 quarters. The position peaked at $34.9K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Destiny Wealth Partners reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 375 Shell shares in Q2 2026, an estimated $34.9K.
Destiny Wealth Partners first reported a position in Shell in Q2 2022 and held it in 4 quarters.
Destiny Wealth Partners's Shell position peaked at $34.9K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.