FWP
SHEL icon

Flatrock Wealth Partners’s Shell SHEL Stock Holding History

Flatrock Wealth Partners’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 		$306K Buy
3,940
+15
+0.4% +$1.29K 0.12% 117
2026
Q1 		$365K Sell
3,925
-225
-5% -$18.2K 0.16% 85
2025
Q4 		$305K Buy
+4,150
New +$306K 0.15% 102

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

Flatrock Wealth Partners's SHEL Position: Q2 2026 in Review

Flatrock Wealth Partners increased its Shell (SHEL) stake by 0.38% in Q2 2026, buying an estimated $1.29K and bringing the position to 3,940 shares worth $306K. The position accounts for 0.12% of the portfolio, ranked #117.

Flatrock Wealth Partners first reported a position in SHEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $365K in Q1 2026. 1,521 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Flatrock Wealth Partners held 3,940 shares of Shell worth $306K as of Q2 2026.
  • Flatrock Wealth Partners bought 15 Shell shares in Q2 2026, an estimated $1.29K.
  • Shell made up 0.12% of Flatrock Wealth Partners's portfolio in Q2 2026, its #117 holding.
  • Flatrock Wealth Partners first reported a position in Shell in Q4 2025 and has held it in 3 quarters since.
  • Flatrock Wealth Partners's Shell position peaked at $365K in Q1 2026.
  • 1,521 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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