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Mosley Wealth Management’s Shell SHEL Stock Holding History

Mosley 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 		$2.02K Buy
+26
New +$2.24K ﹤0.01% 495

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WD
WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

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

Mosley Wealth Management opened a new position in Shell (SHEL) in Q2 2026: 26 shares worth $2.02K. The stake represents ﹤0.01% of the portfolio and ranks #495 among its holdings.

950 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Mosley Wealth Management held 26 shares of Shell worth $2.02K as of Q2 2026.
  • Shell was a new Mosley Wealth Management position in Q2 2026.
  • Shell made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #495 holding.
  • 950 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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