Mowery & Schoenfeld Wealth Management’s Shell SHEL Stock Holding History

Mowery & Schoenfeld 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	$78	Hold	1	–	–	﹤0.01%	359
2026 Q1	$93	Hold	1	–	–	﹤0.01%	349
2025 Q4	$74	Hold	1	–	–	﹤0.01%	473
2025 Q3	$72	Hold	1	–	–	﹤0.01%	381
2025 Q2	$71	Sell	1 -427	-100%	-$28.6K	﹤0.01%	390
2025 Q1	$31.4K	Hold	428	–	–	0.06%	166
2024 Q4	$26.8K	Hold	428	–	–	0.05%	157
2024 Q3	$28.2K	Hold	428	–	–	0.04%	132
2024 Q2	$30.9K	Hold	428	–	–	0.04%	123
2024 Q1	$28.7K	Hold	428	–	–	0.06%	97
2023 Q4	$28.2K	Buy	+428	New	+$28.1K	0.06%	88

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

Mowery & Schoenfeld Wealth Management's SHEL Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Shell (SHEL) position steady in Q2 2026 at 1 share worth $78. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Mowery & Schoenfeld Wealth Management first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $31.4K in Q1 2025. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 1 share of Shell worth $78 as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its Shell share count unchanged in Q2 2026.
Shell made up ﹤0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #359 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
Mowery & Schoenfeld Wealth Management's Shell position peaked at $31.4K in Q1 2025.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.