GC Wealth Management RIA’s Shell SHEL Stock Holding History

GC Wealth Management RIA’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	$647K	Buy	8,346 +799	+11%	+$69K	0.04%	289
2026 Q1	$702K	Sell	7,547 -1,663	-18%	-$134K	0.03%	294
2025 Q4	$677K	Sell	9,210 -42	-0.5%	-$3.09K	0.02%	301
2025 Q3	$662K	Buy	9,252 +5,747	+164%	+$414K	0.02%	466
2025 Q2	$247K	Buy	3,505 +128	+4%	+$8.58K	0.02%	477
2025 Q1	$247K	Sell	3,377 -202	-6%	-$13.6K	0.05%	268
2024 Q4	$224K	Sell	3,579 -3,718	-51%	-$244K	0.04%	267
2024 Q3	$481K	Sell	7,297 -4,538	-38%	-$321K	0.08%	197
2024 Q2	$854K	Buy	11,835 +2,676	+29%	+$191K	0.17%	111
2024 Q1	$614K	Buy	9,159 +1,202	+15%	+$77K	0.12%	142
2023 Q4	$524K	Buy	+7,957	New	+$522K	0.24%	108

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

GC Wealth Management RIA's SHEL Position: Q2 2026 in Review

GC Wealth Management RIA increased its Shell (SHEL) stake by 11% in Q2 2026, buying an estimated $69K and bringing the position to 8,346 shares worth $647K. The position accounts for 0.04% of the portfolio, ranked #289.

GC Wealth Management RIA first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $854K in Q2 2024. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

GC Wealth Management RIA held 8,346 shares of Shell worth $647K as of Q2 2026.
GC Wealth Management RIA bought 799 Shell shares in Q2 2026, an estimated $69K.
Shell made up 0.04% of GC Wealth Management RIA's portfolio in Q2 2026, its #289 holding.
GC Wealth Management RIA first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
GC Wealth Management RIA's Shell position peaked at $854K in Q2 2024.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.