Manske Wealth Management’s Shell SHEL Stock Holding History

Manske 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	$1.21M	Sell	15,595 -3,310	-18%	-$286K	0.3%	61
2026 Q1	$1.76M	Sell	18,905 -107	-0.6%	-$8.65K	0.49%	43
2025 Q4	$1.4M	Sell	19,012 -317	-2%	-$23.4K	0.41%	50
2025 Q3	$1.38M	Buy	19,329 +4	+0%	+$288	0.42%	47
2025 Q2	$1.36M	Buy	19,325 +479	+3%	+$32.1K	0.45%	47
2025 Q1	$1.38M	Buy	18,846 +545	+3%	+$36.7K	0.52%	42
2024 Q4	$1.15M	Buy	+18,301	New	+$1.2M	0.46%	48

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

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

Manske Wealth Management reduced its Shell (SHEL) stake by 18% in Q2 2026, selling an estimated $286K and leaving 15,595 shares worth $1.21M. The position accounts for 0.3% of the portfolio, ranked #61.

Manske Wealth Management first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.76M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Manske Wealth Management held 15,595 shares of Shell worth $1.21M as of Q2 2026.
Manske Wealth Management sold 3,310 Shell shares in Q2 2026, an estimated $286K.
Shell made up 0.3% of Manske Wealth Management's portfolio in Q2 2026, its #61 holding.
Manske Wealth Management first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
Manske Wealth Management's Shell position peaked at $1.76M in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Manske Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.