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MPWM Advisory Solutions’s Shell SHEL Stock Holding History

MPWM Advisory Solutions’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 		$25.7K Buy
331
+3
+0.9% +$259 0.01% 259
2026
Q1 		$30.5K Buy
328
+3
+0.9% +$242 0.02% 236
2025
Q4 		$23.9K Buy
325
+3
+0.9% +$221 0.01% 237
2025
Q3 		$23K Buy
322
+3
+0.9% +$216 0.01% 227
2025
Q2 		$22.4K Sell
319
-22
-6% -$1.48K 0.01% 225
2025
Q1 		$25K Buy
341
+3
+0.9% +$202 0.02% 208
2024
Q4 		$21.1K Buy
+338
New +$22.2K 0.02% 238

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

MPWM Advisory Solutions's SHEL Position: Q2 2026 in Review

MPWM Advisory Solutions increased its Shell (SHEL) stake by 0.91% in Q2 2026, buying an estimated $259 and bringing the position to 331 shares worth $25.7K. The position accounts for 0.01% of the portfolio, ranked #259.

MPWM Advisory Solutions first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $30.5K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • MPWM Advisory Solutions held 331 shares of Shell worth $25.7K as of Q2 2026.
  • MPWM Advisory Solutions bought 3 Shell shares in Q2 2026, an estimated $259.
  • Shell made up 0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #259 holding.
  • MPWM Advisory Solutions first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's Shell position peaked at $30.5K in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.