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Independent Wealth Network’s Shell SHEL Stock Holding History

Independent Wealth Network’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 		$301K Buy
3,882
+1,124
+41% +$97K 0.08% 247
2026
Q1 		$256K Buy
+2,758
New +$223K 0.08% 238

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

Independent Wealth Network's SHEL Position: Q2 2026 in Review

Independent Wealth Network increased its Shell (SHEL) stake by 41% in Q2 2026, buying an estimated $97K and bringing the position to 3,882 shares worth $301K. The position accounts for 0.08% of the portfolio, ranked #247.

Independent Wealth Network first reported a position in SHEL in Q1 2026 and has held it in 2 quarters since. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Independent Wealth Network held 3,882 shares of Shell worth $301K as of Q2 2026.
  • Independent Wealth Network bought 1,124 Shell shares in Q2 2026, an estimated $97K.
  • Shell made up 0.08% of Independent Wealth Network's portfolio in Q2 2026, its #247 holding.
  • Independent Wealth Network first reported a position in Shell in Q1 2026 and has held it in 2 quarters since.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.