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Marks Group Wealth Management’s Shell SHEL Stock Holding History

Marks Group 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 		$499K Sell
6,437
-1,079
-14% -$93.1K 0.04% 265
2026
Q1 		$699K Buy
7,516
+1,357
+22% +$110K 0.07% 213
2025
Q4 		$453K Sell
6,159
-217
-3% -$16K 0.04% 244
2025
Q3 		$456K Buy
6,376
+20
+0.3% +$1.44K 0.04% 228
2025
Q2 		$448K Sell
6,356
-404
-6% -$27.1K 0.04% 234
2025
Q1 		$495K Sell
6,760
-283
-4% -$19.1K 0.05% 242
2024
Q4 		$441K Sell
7,043
-5,372
-43% -$352K 0.04% 231
2024
Q3 		$819K Buy
12,415
+257
+2% +$18.2K 0.08% 184
2024
Q2 		$878K Buy
12,158
+2,397
+25% +$171K 0.09% 176
2024
Q1 		$654K Sell
9,761
-2,588
-21% -$166K 0.07% 200
2023
Q4 		$813K Sell
12,349
-1,359
-10% -$89.2K 0.09% 181
2023
Q3 		$883K Buy
13,708
+2,794
+26% +$174K 0.11% 171
2023
Q2 		$659K Sell
10,914
-215
-2% -$12.9K 0.08% 190
2023
Q1 		$640K Sell
11,129
-364
-3% -$21.4K 0.08% 191
2022
Q4 		$655K Sell
11,493
-812
-7% -$44.8K 0.09% 187
2022
Q3 		$612K Buy
12,305
+1,550
+14% +$79.9K 0.09% 185
2022
Q2 		$562K Buy
10,755
+1,533
+17% +$86.1K 0.08% 202
2022
Q1 		$507K Buy
+9,222
New +$490K 0.06% 230

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

Marks Group Wealth Management's SHEL Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Shell (SHEL) stake by 14% in Q2 2026, selling an estimated $93.1K and leaving 6,437 shares worth $499K. The position accounts for 0.04% of the portfolio, ranked #265.

Marks Group Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $883K in Q3 2023. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Marks Group Wealth Management held 6,437 shares of Shell worth $499K as of Q2 2026.
  • Marks Group Wealth Management sold 1,079 Shell shares in Q2 2026, an estimated $93.1K.
  • Shell made up 0.04% of Marks Group Wealth Management's portfolio in Q2 2026, its #265 holding.
  • Marks Group Wealth Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Marks Group Wealth Management's Shell position peaked at $883K in Q3 2023.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.