Mattern Wealth Management’s Shell SHEL Stock Holding History

Mattern 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	$583K	Hold	7,520	–	–	0.1%	98
2026 Q1	$699K	Hold	7,520	–	–	0.14%	73
2025 Q4	$553K	Hold	7,520	–	–	0.11%	88
2025 Q3	$538K	Hold	7,520	–	–	0.11%	87
2025 Q2	$529K	Buy	7,520 +120	+2%	+$8.04K	0.11%	89
2025 Q1	$542K	Buy	7,400 +1,625	+28%	+$109K	0.12%	91
2024 Q4	$362K	Sell	5,775 -491	-8%	-$32.2K	0.08%	125
2024 Q3	$413K	Hold	6,266	–	–	0.09%	118
2024 Q2	$452K	Buy	6,266 +87	+1%	+$6.22K	0.11%	110
2024 Q1	$414K	Buy	6,179 +2	+0%	+$128	0.1%	121
2023 Q4	$406K	Buy	6,177 +402	+7%	+$26.4K	0.1%	121
2023 Q3	$372K	Buy	5,775 +175	+3%	+$10.9K	0.11%	118
2023 Q2	$338K	Hold	5,600	–	–	0.1%	129
2023 Q1	$322K	Hold	5,600	–	–	0.11%	135
2022 Q4	$319K	Buy	5,600 +700	+14%	+$38.6K	0.13%	126
2022 Q3	$244K	Buy	4,900 +500	+11%	+$25.8K	0.1%	139
2022 Q2	$230K	Buy	+4,400	New	+$247K	0.09%	138

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

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

Mattern Wealth Management held its Shell (SHEL) position steady in Q2 2026 at 7,520 shares worth $583K. The position accounts for 0.1% of the portfolio, ranked #98.

Mattern Wealth Management first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $699K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Mattern Wealth Management held 7,520 shares of Shell worth $583K as of Q2 2026.
Mattern Wealth Management left its Shell share count unchanged in Q2 2026.
Shell made up 0.1% of Mattern Wealth Management's portfolio in Q2 2026, its #98 holding.
Mattern Wealth Management first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
Mattern Wealth Management's Shell position peaked at $699K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.