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New Wave Wealth Advisors’s Shell SHEL Stock Holding History

New Wave Wealth Advisors’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 		$261K Buy
3,366
+965
+40% +$83.3K 0.07% 182
2026
Q1 		$223K Buy
+2,401
New +$194K 0.08% 175
2025
Q1 		– Sell
-2,569
Closed -$161K – 574
2024
Q4 		$161K Buy
+2,569
New +$168K 0.07% 156

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

New Wave Wealth Advisors's SHEL Position: Q2 2026 in Review

New Wave Wealth Advisors increased its Shell (SHEL) stake by 40% in Q2 2026, buying an estimated $83.3K and bringing the position to 3,366 shares worth $261K. The position accounts for 0.07% of the portfolio, ranked #182.

New Wave Wealth Advisors first reported a position in SHEL in Q4 2024 and has held it in 3 quarters since. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • New Wave Wealth Advisors held 3,366 shares of Shell worth $261K as of Q2 2026.
  • New Wave Wealth Advisors bought 965 Shell shares in Q2 2026, an estimated $83.3K.
  • Shell made up 0.07% of New Wave Wealth Advisors's portfolio in Q2 2026, its #182 holding.
  • New Wave Wealth Advisors first reported a position in Shell in Q4 2024 and has held it in 3 quarters since.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.