Obermeyer Wealth Partners
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Obermeyer Wealth Partners’s Shell SHEL Stock Holding History

Obermeyer Wealth Partners’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
Q3 		$2.61M Sell
27,496
-244
-0.9% -$22K 0.1% 68
2026
Q2 		$2.15M Sell
27,740
-4,887
-15% -$422K 0.09% 79
2026
Q1 		$3.03M Sell
32,627
-1,225
-4% -$99K 0.14% 60
2025
Q4 		$2.49M Sell
33,852
-853
-2% -$62.8K 0.11% 68
2025
Q3 		$2.48M Buy
34,705
+191
+0.6% +$13.8K 0.12% 64
2025
Q2 		$2.43M Buy
34,514
+14,979
+77% +$1M 0.12% 64
2025
Q1 		$1.43M Buy
19,535
+192
+1% +$12.9K 0.08% 81
2024
Q4 		$1.21M Buy
19,343
+21
+0.1% +$1.38K 0.06% 89
2024
Q3 		$1.27M Buy
19,322
+2,500
+15% +$177K 0.07% 94
2024
Q2 		$1.21M Sell
16,822
-1,000
-6% -$71.5K 0.07% 92
2024
Q1 		$1.19M Buy
17,822
+13,307
+295% +$853K 0.07% 89
2023
Q4 		$297K Sell
4,515
-895
-17% -$58.7K 0.02% 175
2023
Q3 		$348K Hold
5,410
– – 0.03% 138
2023
Q2 		$327K Hold
5,410
– – 0.02% 154
2023
Q1 		$311K Buy
5,410
+1,400
+35% +$82.4K 0.02% 155
2022
Q4 		$228K Buy
+4,010
New +$221K 0.02% 198

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return

Obermeyer Wealth Partners's SHEL Position: Q3 2026 in Review

Obermeyer Wealth Partners reduced its Shell (SHEL) stake by 0.88% in Q3 2026, selling an estimated $22K and leaving 27,496 shares worth $2.61M. The position accounts for 0.1% of the portfolio, ranked #68.

Obermeyer Wealth Partners first reported a position in SHEL in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.03M in Q1 2026. 1,026 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Obermeyer Wealth Partners held 27,496 shares of Shell worth $2.61M as of Q3 2026.
  • Obermeyer Wealth Partners sold 244 Shell shares in Q3 2026, an estimated $22K.
  • Shell made up 0.1% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #68 holding.
  • Obermeyer Wealth Partners first reported a position in Shell in Q4 2022 and has held it in 16 quarters since.
  • Obermeyer Wealth Partners's Shell position peaked at $3.03M in Q1 2026.
  • 1,026 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.