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DiNuzzo Private Wealth’s Shell SHEL Stock Holding History

DiNuzzo 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
Q2 		$3.88K Hold
50
– – ﹤0.01% 473
2026
Q1 		$4.65K Hold
50
– – ﹤0.01% 402
2025
Q4 		$3.67K Hold
50
– – ﹤0.01% 441
2025
Q3 		$3.69K Hold
50
– – ﹤0.01% 440
2025
Q2 		$3.52K Hold
50
– – ﹤0.01% 451
2025
Q1 		$3.66K Hold
50
– – ﹤0.01% 417
2024
Q4 		$3.13K Hold
50
– – ﹤0.01% 449
2024
Q3 		$3.3K Hold
50
– – ﹤0.01% 451
2024
Q2 		$3.61K Hold
50
– – ﹤0.01% 351
2024
Q1 		$3.35K Hold
50
– – ﹤0.01% 325
2023
Q4 		$3.29K Buy
+50
New +$3.28K ﹤0.01% 308

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

DiNuzzo Private Wealth's SHEL Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Shell (SHEL) position steady in Q2 2026 at 50 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

DiNuzzo Private Wealth first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.65K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • DiNuzzo Private Wealth held 50 shares of Shell worth $3.88K as of Q2 2026.
  • DiNuzzo Private Wealth left its Shell share count unchanged in Q2 2026.
  • Shell made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #473 holding.
  • DiNuzzo Private Wealth first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Shell position peaked at $4.65K in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.