Institute for Wealth Management’s Shell SHEL Stock Holding History

Institute for 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	$171K	Sell	2,205 -38	-2%	-$3.28K	0.02%	551
2026 Q1	$209K	Buy	+2,243	New	+$181K	0.02%	518
2023 Q4	–	Sell	-3,136	Closed	-$202K	–	492
2023 Q3	$202K	Buy	+3,136	New	+$195K	0.04%	433
2023 Q1	–	Sell	-3,580	Closed	-$204K	–	464
2022 Q4	$204K	Buy	+3,580	New	+$197K	0.04%	429
2022 Q2	–	Sell	-4,096	Closed	-$225K	–	553
2022 Q1	$225K	Buy	+4,096	New	+$217K	0.04%	492

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

Institute for Wealth Management's SHEL Position: Q2 2026 in Review

Institute for Wealth Management reduced its Shell (SHEL) stake by 1.7% in Q2 2026, selling an estimated $3.28K and leaving 2,205 shares worth $171K. The position accounts for 0.02% of the portfolio, ranked #551.

Institute for Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 5 quarters since. The position peaked at $225K in Q1 2022. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Institute for Wealth Management held 2,205 shares of Shell worth $171K as of Q2 2026.
Institute for Wealth Management sold 38 Shell shares in Q2 2026, an estimated $3.28K.
Shell made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #551 holding.
Institute for Wealth Management first reported a position in Shell in Q1 2022 and has held it in 5 quarters since.
Institute for Wealth Management's Shell position peaked at $225K in Q1 2022.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.