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Nolet Wealth Management’s Shell SHEL Stock Holding History

Nolet 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 		$288K Buy
3,714
+1,181
+47% +$102K 0.16% 82
2026
Q1 		$236K Buy
+2,533
New +$205K 0.13% 82

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

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

Nolet Wealth Management increased its Shell (SHEL) stake by 47% in Q2 2026, buying an estimated $102K and bringing the position to 3,714 shares worth $288K. The position accounts for 0.16% of the portfolio, ranked #82.

Nolet Wealth Management first reported a position in SHEL in Q1 2026 and has held it in 2 quarters since. 1,520 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Nolet Wealth Management held 3,714 shares of Shell worth $288K as of Q2 2026.
  • Nolet Wealth Management bought 1,181 Shell shares in Q2 2026, an estimated $102K.
  • Shell made up 0.16% of Nolet Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Nolet Wealth Management first reported a position in Shell in Q1 2026 and has held it in 2 quarters since.
  • 1,520 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Nolet Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.