High Note Wealth’s Shell SHEL Stock Holding History

High Note Wealth’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	$12.9K	Hold	166	–	–	﹤0.01%	359
2026 Q1	$15.4K	Hold	166	–	–	﹤0.01%	307
2025 Q4	$12.2K	Hold	166	–	–	﹤0.01%	317
2025 Q3	$11.9K	Sell	166 -7	-4%	-$504	﹤0.01%	296
2025 Q2	$12.2K	Hold	173	–	–	﹤0.01%	282
2025 Q1	$12.7K	Hold	173	–	–	﹤0.01%	268
2024 Q4	$10.8K	Buy	+173	New	+$11.3K	﹤0.01%	286

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

High Note Wealth's SHEL Position: Q2 2026 in Review

High Note Wealth held its Shell (SHEL) position steady in Q2 2026 at 166 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

High Note Wealth first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.4K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

High Note Wealth held 166 shares of Shell worth $12.9K as of Q2 2026.
High Note Wealth left its Shell share count unchanged in Q2 2026.
Shell made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #359 holding.
High Note Wealth first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
High Note Wealth's Shell position peaked at $15.4K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.