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Modern Wealth Management’s Shell SHEL Stock Holding History

Modern 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 		$618K Buy
7,973
+3,284
+70% +$283K 0.01% 651
2026
Q1 		$432K Sell
4,689
-2,188
-32% -$177K 0.01% 614
2025
Q4 		$505K Buy
6,877
+608
+10% +$44.8K 0.01% 536
2025
Q3 		$448K Buy
6,269
+197
+3% +$14.2K 0.01% 533
2025
Q2 		$428K Sell
6,072
-385
-6% -$25.8K 0.01% 517
2025
Q1 		$473K Buy
6,457
+82
+1% +$5.52K 0.02% 431
2024
Q4 		$399K Buy
6,375
+293
+5% +$19.2K 0.01% 398
2024
Q3 		$401K Buy
+6,082
New +$431K 0.02% 286

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

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

Modern Wealth Management increased its Shell (SHEL) stake by 70% in Q2 2026, buying an estimated $283K and bringing the position to 7,973 shares worth $618K. The position accounts for 0.01% of the portfolio, ranked #651.

Modern Wealth Management first reported a position in SHEL in Q3 2024 and has held it in 8 quarters since. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Modern Wealth Management held 7,973 shares of Shell worth $618K as of Q2 2026.
  • Modern Wealth Management bought 3,284 Shell shares in Q2 2026, an estimated $283K.
  • Shell made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #651 holding.
  • Modern Wealth Management first reported a position in Shell in Q3 2024 and has held it in 8 quarters since.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.