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IHT Wealth Management’s Shell SHEL Stock Holding History

IHT 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 		$1.14M Buy
14,699
+574
+4% +$49.5K 0.02% 554
2026
Q1 		$1.31M Buy
14,125
+495
+4% +$40K 0.03% 491
2025
Q4 		$1M Buy
13,630
+1,201
+10% +$88.5K 0.02% 543
2025
Q3 		$889K Buy
12,429
+529
+4% +$38.1K 0.02% 565
2025
Q2 		$838K Buy
11,900
+2,857
+32% +$192K 0.02% 547
2025
Q1 		$663K Sell
9,043
-767
-8% -$51.7K 0.02% 583
2024
Q4 		$615K Sell
9,810
-2,062
-17% -$135K 0.02% 619
2024
Q3 		$783K Buy
11,872
+5,815
+96% +$412K 0.02% 574
2024
Q2 		$437K Sell
6,057
-45
-0.7% -$3.22K 0.02% 672
2024
Q1 		$409K Sell
6,102
-623
-9% -$39.9K 0.02% 700
2023
Q4 		$443K Hold
6,725
– – 0.02% 639
2023
Q3 		$433K Buy
6,725
+1,873
+39% +$117K 0.02% 599
2023
Q2 		$293K Buy
+4,852
New +$291K 0.02% 737
2022
Q4 		– Sell
-4,732
Closed -$235K – 933
2022
Q3 		$235K Buy
+4,732
New +$244K 0.02% 714

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

IHT Wealth Management's SHEL Position: Q2 2026 in Review

IHT Wealth Management increased its Shell (SHEL) stake by 4.1% in Q2 2026, buying an estimated $49.5K and bringing the position to 14,699 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #554.

IHT Wealth Management first reported a position in SHEL in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.31M in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • IHT Wealth Management held 14,699 shares of Shell worth $1.14M as of Q2 2026.
  • IHT Wealth Management bought 574 Shell shares in Q2 2026, an estimated $49.5K.
  • Shell made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #554 holding.
  • IHT Wealth Management first reported a position in Shell in Q3 2022 and has held it in 14 quarters since.
  • IHT Wealth Management's Shell position peaked at $1.31M in Q1 2026.
  • 1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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