Gateway Wealth Partners’s Shell SHEL Stock Holding History

Gateway 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	$831K	Sell	10,720 -4,114	-28%	-$355K	0.05%	345
2026 Q1	$1.38M	Buy	14,834 +10,283	+226%	+$831K	0.05%	317
2025 Q4	$334K	Buy	4,551 +487	+12%	+$35.9K	0.04%	346
2025 Q3	$291K	Sell	4,064 -143	-3%	-$10.3K	0.04%	330
2025 Q2	$296K	Buy	4,207 +93	+2%	+$6.23K	0.06%	279
2025 Q1	$301K	Buy	4,114 +1	+0%	+$67	0.07%	250
2024 Q4	$258K	Sell	4,113 -248	-6%	-$16.3K	0.07%	251
2024 Q3	$288K	Buy	4,361 +51	+1%	+$3.61K	0.08%	219
2024 Q2	$311K	Sell	4,310 -349	-7%	-$24.9K	0.09%	198
2024 Q1	$312K	Sell	4,659 -151	-3%	-$9.68K	0.11%	169
2023 Q4	$317K	Buy	4,810 +783	+19%	+$51.4K	0.13%	146
2023 Q3	$259K	Buy	+4,027	New	+$251K	0.05%	213

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

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

Gateway Wealth Partners reduced its Shell (SHEL) stake by 28% in Q2 2026, selling an estimated $355K and leaving 10,720 shares worth $831K. The position accounts for 0.05% of the portfolio, ranked #345.

Gateway Wealth Partners first reported a position in SHEL in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.38M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Gateway Wealth Partners held 10,720 shares of Shell worth $831K as of Q2 2026.
Gateway Wealth Partners sold 4,114 Shell shares in Q2 2026, an estimated $355K.
Shell made up 0.05% of Gateway Wealth Partners's portfolio in Q2 2026, its #345 holding.
Gateway Wealth Partners first reported a position in Shell in Q3 2023 and has held it in 12 quarters since.
Gateway Wealth Partners's Shell position peaked at $1.38M in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.