Eads & Heald Wealth Management’s Shell SHEL Stock Holding History

Eads & Heald 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	$631K	Hold	8,141	–	–	0.31%	94
2026 Q1	$757K	Buy	8,141 +1,465	+22%	+$118K	0.38%	92
2025 Q4	$491K	Buy	6,676 +3,230	+94%	+$238K	0.24%	114
2025 Q3	$246K	Sell	3,446 -345	-9%	-$24.8K	0.12%	131
2025 Q2	$267K	Sell	3,791 -105	-3%	-$7.04K	0.13%	128
2025 Q1	$285K	Sell	3,896 -23	-0.6%	-$1.55K	0.14%	125
2024 Q4	$246K	Sell	3,919 -120	-3%	-$7.86K	0.12%	131
2024 Q3	$266K	Sell	4,039 -210	-5%	-$14.9K	0.13%	129
2024 Q2	$307K	Sell	4,249 -175	-4%	-$12.5K	0.15%	124
2024 Q1	$297K	Sell	4,424 -105	-2%	-$6.73K	0.14%	123
2023 Q4	$298K	Hold	4,529	–	–	0.14%	122
2023 Q3	$292K	Sell	4,529 -415	-8%	-$25.8K	0.15%	123
2023 Q2	$299K	Hold	4,944	–	–	0.15%	123
2023 Q1	$284K	Buy	4,944 +395	+9%	+$23.2K	0.14%	126
2022 Q4	$259K	Buy	4,549 +210	+5%	+$11.6K	0.13%	134
2022 Q3	$216K	Buy	+4,339	New	+$224K	0.12%	133

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

Eads & Heald Wealth Management's SHEL Position: Q2 2026 in Review

Eads & Heald Wealth Management held its Shell (SHEL) position steady in Q2 2026 at 8,141 shares worth $631K. The position accounts for 0.31% of the portfolio, ranked #94.

Eads & Heald Wealth Management first reported a position in SHEL in Q3 2022 and has held it in 16 quarters since. The position peaked at $757K in Q1 2026. 1,531 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Eads & Heald Wealth Management held 8,141 shares of Shell worth $631K as of Q2 2026.
Eads & Heald Wealth Management left its Shell share count unchanged in Q2 2026.
Shell made up 0.31% of Eads & Heald Wealth Management's portfolio in Q2 2026, its #94 holding.
Eads & Heald Wealth Management first reported a position in Shell in Q3 2022 and has held it in 16 quarters since.
Eads & Heald Wealth Management's Shell position peaked at $757K in Q1 2026.
1,531 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.