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Measured Wealth Private Client Group’s Shell SHEL Stock Holding History

Measured Wealth Private Client Group’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 		$26.9K Sell
347
-63
-15% -$5.44K 0.01% 428
2026
Q1 		$38.1K Hold
410
– – 0.01% 336
2025
Q4 		$30.1K Hold
410
– – 0.01% 389
2025
Q3 		$29.3K Buy
+410
New +$29.5K 0.01% 392

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

Measured Wealth Private Client Group's SHEL Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Shell (SHEL) stake by 15% in Q2 2026, selling an estimated $5.44K and leaving 347 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #428.

Measured Wealth Private Client Group first reported a position in SHEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $38.1K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Measured Wealth Private Client Group held 347 shares of Shell worth $26.9K as of Q2 2026.
  • Measured Wealth Private Client Group sold 63 Shell shares in Q2 2026, an estimated $5.44K.
  • Shell made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #428 holding.
  • Measured Wealth Private Client Group first reported a position in Shell in Q3 2025 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's Shell position peaked at $38.1K in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.