Keudell/Morrison Wealth Management’s Shell SHEL Stock Holding History

Keudell/Morrison 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	$301K	Sell	3,885 -97	-2%	-$8.37K	0.06%	194
2026 Q1	$370K	Buy	3,982 +398	+11%	+$32.2K	0.08%	162
2025 Q4	$263K	Buy	+3,584	New	+$264K	0.06%	193
2025 Q2	$252K	Hold	3,584	–	–	0.06%	192
2025 Q1	$263K	Sell	3,584 -11	-0.3%	-$741	0.06%	172
2024 Q4	$225K	Sell	3,595 -839	-19%	-$55K	0.06%	195
2024 Q3	$292K	Sell	4,434 -379	-8%	-$26.8K	0.08%	165
2024 Q2	$347K	Sell	4,813 -18	-0.4%	-$1.29K	0.1%	142
2024 Q1	$324K	Buy	4,831 +754	+18%	+$48.3K	0.1%	151
2023 Q4	$268K	Sell	4,077 -400	-9%	-$26.2K	0.09%	163
2023 Q3	$288K	Buy	4,477 +924	+26%	+$57.5K	0.09%	145
2023 Q2	$215K	Sell	3,553 -479	-12%	-$28.7K	0.06%	180
2023 Q1	$232K	Buy	+4,032	New	+$237K	0.07%	169

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

Keudell/Morrison Wealth Management's SHEL Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Shell (SHEL) stake by 2.4% in Q2 2026, selling an estimated $8.37K and leaving 3,885 shares worth $301K. The position accounts for 0.06% of the portfolio, ranked #194.

Keudell/Morrison Wealth Management first reported a position in SHEL in Q1 2023 and has held it in 13 quarters since. The position peaked at $370K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Keudell/Morrison Wealth Management held 3,885 shares of Shell worth $301K as of Q2 2026.
Keudell/Morrison Wealth Management sold 97 Shell shares in Q2 2026, an estimated $8.37K.
Shell made up 0.06% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #194 holding.
Keudell/Morrison Wealth Management first reported a position in Shell in Q1 2023 and has held it in 13 quarters since.
Keudell/Morrison Wealth Management's Shell position peaked at $370K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.