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JPL Wealth Management’s Shell SHEL Stock Holding History

JPL 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 		$18.5K Hold
238
– – ﹤0.01% 443
2026
Q1 		$22.1K Buy
+238
New +$19.2K 0.01% 377
2025
Q4 		– Sell
-215
Closed -$15.4K – 949
2025
Q3 		$15.4K Buy
+215
New +$15.5K ﹤0.01% 460

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

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

JPL Wealth Management held its Shell (SHEL) position steady in Q2 2026 at 238 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

JPL Wealth Management first reported a position in SHEL in Q3 2025 and has held it in 3 quarters since. The position peaked at $22.1K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • JPL Wealth Management held 238 shares of Shell worth $18.5K as of Q2 2026.
  • JPL Wealth Management left its Shell share count unchanged in Q2 2026.
  • Shell made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #443 holding.
  • JPL Wealth Management first reported a position in Shell in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Shell position peaked at $22.1K in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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