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Drive Wealth Management’s Shell SHEL Stock Holding History

Drive 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 		$555K Buy
7,161
+181
+3% +$15.6K 0.1% 173
2026
Q1 		$649K Sell
6,980
-108
-2% -$8.73K 0.14% 131
2025
Q4 		$521K Buy
7,088
+22
+0.3% +$1.62K 0.1% 162
2025
Q3 		$505K Buy
7,066
+293
+4% +$21.1K 0.11% 162
2025
Q2 		$477K Buy
6,773
+591
+10% +$39.6K 0.1% 165
2025
Q1 		$453K Buy
6,182
+47
+0.8% +$3.17K 0.11% 152
2024
Q4 		$384K Sell
6,135
-662
-10% -$43.4K 0.09% 171
2024
Q3 		$448K Sell
6,797
-192
-3% -$13.6K 0.12% 147
2024
Q2 		$504K Sell
6,989
-68
-1% -$4.86K 0.14% 131
2024
Q1 		$473K Sell
7,057
-292
-4% -$18.7K 0.13% 143
2023
Q4 		$484K Sell
7,349
-121
-2% -$7.94K 0.16% 122
2023
Q3 		$481K Buy
7,470
+215
+3% +$13.4K 0.18% 112
2023
Q2 		$438K Sell
7,255
-24
-0.3% -$1.44K 0.16% 126
2023
Q1 		$419K Sell
7,279
-797
-10% -$46.9K 0.18% 139
2022
Q4 		$460K Buy
8,076
+596
+8% +$32.9K 0.23% 105
2022
Q3 		$372K Buy
7,480
+1,919
+35% +$98.9K 0.35% 83
2022
Q2 		$291K Buy
5,561
+187
+3% +$10.5K 0.27% 110
2022
Q1 		$295K Buy
+5,374
New +$285K 0.25% 104

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

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

Drive Wealth Management increased its Shell (SHEL) stake by 2.6% in Q2 2026, buying an estimated $15.6K and bringing the position to 7,161 shares worth $555K. The position accounts for 0.1% of the portfolio, ranked #173.

Drive Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $649K in Q1 2026. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Drive Wealth Management held 7,161 shares of Shell worth $555K as of Q2 2026.
  • Drive Wealth Management bought 181 Shell shares in Q2 2026, an estimated $15.6K.
  • Shell made up 0.1% of Drive Wealth Management's portfolio in Q2 2026, its #173 holding.
  • Drive Wealth Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Drive Wealth Management's Shell position peaked at $649K in Q1 2026.
  • 1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.