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Kingsview Wealth Management’s Shell SHEL Stock Holding History

Kingsview 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 		$2.07M Buy
26,675
+4,007
+18% +$346K 0.03% 549
2026
Q1 		$2.11M Buy
22,668
+3,914
+21% +$316K 0.03% 499
2025
Q4 		$1.38M Buy
18,754
+2,388
+15% +$176K 0.02% 551
2025
Q3 		$1.17M Buy
16,366
+623
+4% +$44.9K 0.02% 572
2025
Q2 		$1.11M Sell
15,743
-5,584
-26% -$374K 0.02% 558
2025
Q1 		$1.56M Buy
21,327
+5,002
+31% +$337K 0.03% 439
2024
Q4 		$1.02M Buy
16,325
+220
+1% +$14.4K 0.02% 540
2024
Q3 		$1.06M Buy
16,105
+1,158
+8% +$82K 0.02% 514
2024
Q2 		$1.08M Buy
14,947
+740
+5% +$52.9K 0.03% 494
2024
Q1 		$952K Buy
14,207
+103
+0.7% +$6.6K 0.02% 511
2023
Q4 		$928K Sell
14,104
-404
-3% -$26.5K 0.03% 485
2023
Q3 		$934K Sell
14,508
-953
-6% -$59.3K 0.03% 456
2023
Q2 		$934K Buy
15,461
+2,549
+20% +$153K 0.04% 431
2023
Q1 		$743K Sell
12,912
-1,127
-8% -$66.3K 0.03% 470
2022
Q4 		$800K Sell
14,039
-284
-2% -$15.7K 0.03% 390
2022
Q3 		$713K Buy
14,323
+393
+3% +$20.3K 0.03% 415
2022
Q2 		$728K Buy
13,930
+2,884
+26% +$162K 0.03% 451
2022
Q1 		$607K Buy
+11,046
New +$586K 0.03% 529

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

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

Kingsview Wealth Management increased its Shell (SHEL) stake by 18% in Q2 2026, buying an estimated $346K and bringing the position to 26,675 shares worth $2.07M. The position accounts for 0.03% of the portfolio, ranked #549.

Kingsview Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.11M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Kingsview Wealth Management held 26,675 shares of Shell worth $2.07M as of Q2 2026.
  • Kingsview Wealth Management bought 4,007 Shell shares in Q2 2026, an estimated $346K.
  • Shell made up 0.03% of Kingsview Wealth Management's portfolio in Q2 2026, its #549 holding.
  • Kingsview Wealth Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Kingsview Wealth Management's Shell position peaked at $2.11M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.