Dynasty Wealth Management’s Shell SHEL Stock Holding History

Dynasty 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	$2.05M	Sell	26,458 -1,876	-7%	-$162K	0.02%	131
2026 Q1	$2.64M	Sell	28,334 -1,270	-4%	-$103K	0.02%	107
2025 Q4	$2.18M	Buy	29,604 +1,098	+4%	+$80.9K	0.02%	124
2025 Q3	$2.04M	Buy	+28,506	New	+$2.05M	0.03%	118
2024 Q2	–	Sell	-9,546	Closed	-$640K	–	273
2024 Q1	$640K	Buy	+9,546	New	+$612K	0.02%	164

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

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

Dynasty Wealth Management reduced its Shell (SHEL) stake by 6.6% in Q2 2026, selling an estimated $162K and leaving 26,458 shares worth $2.05M. The position accounts for 0.02% of the portfolio, ranked #131.

Dynasty Wealth Management first reported a position in SHEL in Q1 2024 and has held it in 5 quarters since. The position peaked at $2.64M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Dynasty Wealth Management held 26,458 shares of Shell worth $2.05M as of Q2 2026.
Dynasty Wealth Management sold 1,876 Shell shares in Q2 2026, an estimated $162K.
Shell made up 0.02% of Dynasty Wealth Management's portfolio in Q2 2026, its #131 holding.
Dynasty Wealth Management first reported a position in Shell in Q1 2024 and has held it in 5 quarters since.
Dynasty Wealth Management's Shell position peaked at $2.64M in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.