Golden State Wealth Management’s Shell SHEL Stock Holding History

Golden State Wealth Management’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	$79.7K	Buy	1,028 +7	+0.7%	+$604	0.01%	624
2026 Q1	$95K	Sell	1,021 -53	-5%	-$4.28K	0.01%	531
2025 Q4	$79K	Sell	1,074 -24	-2%	-$1.77K	0.01%	575
2025 Q3	$78.6K	Buy	1,098 +4	+0.4%	+$288	0.01%	560
2025 Q2	$77.1K	Sell	1,094 -4	-0.4%	-$268	0.01%	549
2025 Q1	$80.5K	Buy	1,098 +1	+0.1%	+$67	0.01%	495
2024 Q4	$68.8K	Buy	+1,097	New	+$71.9K	0.01%	515

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

Golden State Wealth Management's SHEL Position: Q2 2026 in Review

Golden State Wealth Management increased its Shell (SHEL) stake by 0.69% in Q2 2026, buying an estimated $604 and bringing the position to 1,028 shares worth $79.7K. The position accounts for 0.01% of the portfolio, ranked #624.

Golden State Wealth Management first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $95K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Golden State Wealth Management held 1,028 shares of Shell worth $79.7K as of Q2 2026.
Golden State Wealth Management bought 7 Shell shares in Q2 2026, an estimated $604.
Shell made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #624 holding.
Golden State Wealth Management first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's Shell position peaked at $95K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.