Dogwood Wealth Management’s Shell SHEL Stock Holding History

Dogwood 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	$26K	Hold	336	–	–	0.01%	218
2026 Q1	$31.2K	Buy	336 +75	+29%	+$6.06K	0.01%	184
2025 Q4	$19.2K	Sell	261 -12	-4%	-$884	0.01%	205
2025 Q3	$19.5K	Buy	273 +8	+3%	+$576	0.01%	191
2025 Q2	$18.9K	Buy	265 +3	+1%	+$201	0.01%	181
2025 Q1	$19.2K	Buy	262 +2	+0.8%	+$135	0.01%	157
2024 Q4	$16.3K	Buy	260 +3	+1%	+$197	0.01%	163
2024 Q3	$16.9K	Buy	257 +3	+1%	+$212	0.01%	149
2024 Q2	$18.4K	Buy	254 +2	+0.8%	+$143	0.01%	144
2024 Q1	$16.9K	Buy	252 +3	+1%	+$192	0.01%	165
2023 Q4	$16.4K	Buy	+249	New	+$16.3K	0.01%	153

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

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

Dogwood Wealth Management held its Shell (SHEL) position steady in Q2 2026 at 336 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #218.

Dogwood Wealth Management first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $31.2K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Dogwood Wealth Management held 336 shares of Shell worth $26K as of Q2 2026.
Dogwood Wealth Management left its Shell share count unchanged in Q2 2026.
Shell made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #218 holding.
Dogwood Wealth Management first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
Dogwood Wealth Management's Shell position peaked at $31.2K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.