EW
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Element Wealth’s Shell SHEL Stock Holding History

Element 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 		$399K Buy
5,149
+27
+0.5% +$2.33K 0.15% 144
2026
Q1 		$476K Sell
5,122
-129
-2% -$10.4K 0.2% 113
2025
Q4 		$386K Buy
5,251
+27
+0.5% +$1.99K 0.16% 130
2025
Q3 		$374K Buy
5,224
+230
+5% +$16.6K 0.16% 122
2025
Q2 		$352K Sell
4,994
-853
-15% -$57.2K 0.16% 117
2025
Q1 		$428K Buy
5,847
+36
+0.6% +$2.42K 0.23% 84
2024
Q4 		$364K Buy
5,811
+40
+0.7% +$2.62K 0.19% 96
2024
Q3 		$381K Sell
5,771
-19
-0.3% -$1.35K 0.2% 95
2024
Q2 		$418K Sell
5,790
-472
-8% -$33.7K 0.24% 77
2024
Q1 		$420K Buy
6,262
+35
+0.6% +$2.24K 0.25% 79
2023
Q4 		$410K Sell
6,227
-470
-7% -$30.8K 0.26% 68
2023
Q3 		$431K Buy
6,697
+3
+0% +$187 0.31% 61
2023
Q2 		$404K Buy
6,694
+37
+0.6% +$2.22K 0.28% 65
2023
Q1 		$383K Buy
6,657
+223
+3% +$13.1K 0.29% 66
2022
Q4 		$366K Sell
6,434
-344
-5% -$19K 0.3% 69
2022
Q3 		$337K Buy
6,778
+88
+1% +$4.54K 0.31% 67
2022
Q2 		$350K Buy
6,690
+36
+0.5% +$2.02K 0.35% 62
2022
Q1 		$366K Buy
+6,654
New +$353K 0.29% 68

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

Element Wealth's SHEL Position: Q2 2026 in Review

Element Wealth increased its Shell (SHEL) stake by 0.53% in Q2 2026, buying an estimated $2.33K and bringing the position to 5,149 shares worth $399K. The position accounts for 0.15% of the portfolio, ranked #144.

Element Wealth first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $476K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Element Wealth held 5,149 shares of Shell worth $399K as of Q2 2026.
  • Element Wealth bought 27 Shell shares in Q2 2026, an estimated $2.33K.
  • Shell made up 0.15% of Element Wealth's portfolio in Q2 2026, its #144 holding.
  • Element Wealth first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Element Wealth's Shell position peaked at $476K in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.