Facet Wealth Inc’s Shell SHEL Stock Holding History

Facet Wealth Inc’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	$296K	Buy	3,816 +1,219	+47%	+$105K	﹤0.01%	315
2026 Q1	$242K	Buy	+2,597	New	+$210K	﹤0.01%	300

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

Facet Wealth Inc's SHEL Position: Q2 2026 in Review

Facet Wealth Inc increased its Shell (SHEL) stake by 47% in Q2 2026, buying an estimated $105K and bringing the position to 3,816 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Facet Wealth Inc first reported a position in SHEL in Q1 2026 and has held it in 2 quarters since. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Facet Wealth Inc held 3,816 shares of Shell worth $296K as of Q2 2026.
Facet Wealth Inc bought 1,219 Shell shares in Q2 2026, an estimated $105K.
Shell made up ﹤0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #315 holding.
Facet Wealth Inc first reported a position in Shell in Q1 2026 and has held it in 2 quarters since.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.