Mascoma Wealth Management’s Shell SHEL Stock Holding History

Mascoma 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	$4.19K	Hold	54	–	–	﹤0.01%	391
2026 Q1	$5.02K	Hold	54	–	–	﹤0.01%	368
2025 Q4	$3.97K	Hold	54	–	–	﹤0.01%	382
2025 Q3	$3.86K	Hold	54	–	–	﹤0.01%	395
2025 Q2	$3.8K	Hold	54	–	–	﹤0.01%	402
2025 Q1	$3.96K	Sell	54 -30	-36%	-$2.02K	﹤0.01%	416
2024 Q4	$5.26K	Buy	84 +30	+56%	+$1.97K	﹤0.01%	400
2024 Q3	$3.56K	Hold	54	–	–	﹤0.01%	411
2024 Q2	$3.9K	Hold	54	–	–	﹤0.01%	427
2024 Q1	$3.62K	Hold	54	–	–	﹤0.01%	407
2023 Q4	$3.55K	Hold	54	–	–	﹤0.01%	420
2023 Q3	$3.48K	Hold	54	–	–	﹤0.01%	429
2023 Q2	$3.33K	Hold	54	–	–	﹤0.01%	424
2023 Q1	$3.35K	Hold	54	–	–	﹤0.01%	520
2022 Q4	$3.08K	Hold	54	–	–	﹤0.01%	542
2022 Q3	$3K	Hold	54	–	–	﹤0.01%	545
2022 Q2	$3K	Hold	54	–	–	﹤0.01%	556
2022 Q1	$3K	Buy	+54	New	+$2.87K	﹤0.01%	543

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

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

Mascoma Wealth Management held its Shell (SHEL) position steady in Q2 2026 at 54 shares worth $4.19K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Mascoma Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.26K in Q4 2024. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Mascoma Wealth Management held 54 shares of Shell worth $4.19K as of Q2 2026.
Mascoma Wealth Management left its Shell share count unchanged in Q2 2026.
Shell made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #391 holding.
Mascoma Wealth Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Mascoma Wealth Management's Shell position peaked at $5.26K in Q4 2024.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.