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ORG Wealth Partners’s Shell SHEL Stock Holding History

ORG 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
Q2 		$211K Hold
2,718
– – 0.03% 240
2026
Q1 		$253K Hold
2,718
– – 0.05% 196
2025
Q4 		$200K Hold
2,718
– – 0.05% 201
2025
Q3 		$194K Hold
2,718
– – 0.04% 203
2025
Q2 		$194K Hold
2,718
– – 0.05% 183
2025
Q1 		$199K Buy
2,718
+273
+11% +$18.4K 0.06% 188
2024
Q4 		$153K Hold
2,445
– – 0.05% 139
2024
Q3 		$161K Buy
+2,445
New +$173K 0.05% 139

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

ORG Wealth Partners's SHEL Position: Q2 2026 in Review

ORG Wealth Partners held its Shell (SHEL) position steady in Q2 2026 at 2,718 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #240.

ORG Wealth Partners first reported a position in SHEL in Q3 2024 and has held it in 8 quarters since. The position peaked at $253K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • ORG Wealth Partners held 2,718 shares of Shell worth $211K as of Q2 2026.
  • ORG Wealth Partners left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.03% of ORG Wealth Partners's portfolio in Q2 2026, its #240 holding.
  • ORG Wealth Partners first reported a position in Shell in Q3 2024 and has held it in 8 quarters since.
  • ORG Wealth Partners's Shell position peaked at $253K in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.