Mission Wealth Management’s Shell SHEL Stock Holding History

Mission 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	$2.38M	Buy	30,691 +9,302	+43%	+$803K	0.03%	274
2026 Q1	$1.99M	Sell	21,389 -332	-2%	-$26.8K	0.04%	215
2025 Q4	$1.6M	Sell	21,721 -1,156	-5%	-$85.2K	0.03%	249
2025 Q3	$1.64M	Buy	22,877 +2,324	+11%	+$167K	0.03%	246
2025 Q2	$1.45M	Sell	20,553 -747	-4%	-$50.1K	0.03%	251
2025 Q1	$1.56M	Buy	21,300 +540	+3%	+$36.4K	0.04%	221
2024 Q4	$1.3M	Sell	20,760 -385	-2%	-$25.2K	0.03%	235
2024 Q3	$1.39M	Buy	21,145 +1,871	+10%	+$133K	0.03%	228
2024 Q2	$1.39M	Buy	19,274 +79	+0.4%	+$5.65K	0.04%	215
2024 Q1	$1.29M	Sell	19,195 -2,483	-11%	-$159K	0.03%	238
2023 Q4	$1.43M	Buy	21,678 +3,215	+17%	+$211K	0.05%	188
2023 Q3	$1.19M	Buy	18,463 +3,068	+20%	+$191K	0.04%	197
2023 Q2	$930K	Buy	15,395 +2,262	+17%	+$136K	0.04%	228
2023 Q1	$756K	Buy	13,133 +190	+1%	+$11.2K	0.03%	270
2022 Q4	$737K	Sell	12,943 -2,018	-13%	-$111K	0.04%	256
2022 Q3	$744K	Sell	14,961 -23	-0.2%	-$1.19K	0.04%	235
2022 Q2	$784K	Sell	14,984 -576	-4%	-$32.4K	0.04%	232
2022 Q1	$855K	Buy	+15,560	New	+$826K	0.04%	226

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

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

Mission Wealth Management increased its Shell (SHEL) stake by 43% in Q2 2026, buying an estimated $803K and bringing the position to 30,691 shares worth $2.38M. The position accounts for 0.03% of the portfolio, ranked #274.

Mission Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Mission Wealth Management held 30,691 shares of Shell worth $2.38M as of Q2 2026.
Mission Wealth Management bought 9,302 Shell shares in Q2 2026, an estimated $803K.
Shell made up 0.03% of Mission Wealth Management's portfolio in Q2 2026, its #274 holding.
Mission Wealth Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.