Legacy Capital Wealth Partners’s Shell SHEL Stock Holding History

Legacy Capital Wealth Partners’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	$469K	Sell	6,047 -42	-0.7%	-$3.63K	0.09%	203
2026 Q1	$566K	Sell	6,089 -49	-0.8%	-$3.96K	0.12%	185
2025 Q4	$451K	Buy	6,138 +379	+7%	+$27.9K	0.1%	222
2025 Q3	$412K	Buy	5,759 +66	+1%	+$4.75K	0.09%	241
2025 Q2	$401K	Sell	5,693 -246	-4%	-$16.5K	0.09%	246
2025 Q1	$435K	Sell	5,939 -42	-0.7%	-$2.83K	0.11%	209
2024 Q4	$375K	Sell	5,981 -695	-10%	-$45.5K	0.09%	229
2024 Q3	$440K	Sell	6,676 -676	-9%	-$47.9K	0.09%	217
2024 Q2	$531K	Buy	+7,352	New	+$525K	0.14%	151
2024 Q1	–	Sell	-6,651	Closed	-$438K	–	301
2023 Q4	$438K	Buy	6,651 +288	+5%	+$18.9K	0.12%	167
2023 Q3	$410K	Buy	+6,363	New	+$396K	0.11%	168
2023 Q2	–	Sell	-4,881	Closed	-$281K	–	199
2023 Q1	$281K	Buy	+4,881	New	+$287K	0.08%	200

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

Legacy Capital Wealth Partners's SHEL Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Shell (SHEL) stake by 0.69% in Q2 2026, selling an estimated $3.63K and leaving 6,047 shares worth $469K. The position accounts for 0.09% of the portfolio, ranked #203.

Legacy Capital Wealth Partners first reported a position in SHEL in Q1 2023 and has held it in 12 quarters since. The position peaked at $566K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Legacy Capital Wealth Partners held 6,047 shares of Shell worth $469K as of Q2 2026.
Legacy Capital Wealth Partners sold 42 Shell shares in Q2 2026, an estimated $3.63K.
Shell made up 0.09% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #203 holding.
Legacy Capital Wealth Partners first reported a position in Shell in Q1 2023 and has held it in 12 quarters since.
Legacy Capital Wealth Partners's Shell position peaked at $566K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.