Oxinas Partners Wealth Management’s Shell SHEL Stock Holding History

Oxinas Partners 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	$225K	Sell	2,901 -128	-4%	-$11K	0.09%	139
2026 Q1	$282K	Hold	3,029	–	–	0.13%	115
2025 Q4	$223K	Hold	3,029	–	–	0.11%	123
2025 Q3	$217K	Hold	3,029	–	–	0.12%	121
2025 Q2	$213K	Buy	3,029 +3	+0.1%	+$201	0.11%	120
2025 Q1	$222K	Buy	+3,026	New	+$204K	0.13%	116
2024 Q3	–	Sell	-3,016	Closed	-$218K	–	128
2024 Q2	$218K	Buy	3,016 +3	+0.1%	+$214	0.14%	113
2024 Q1	$202K	Buy	+3,013	New	+$193K	0.13%	121
2022 Q2	–	Sell	-4,964	Closed	-$273K	–	115
2022 Q1	$273K	Buy	+4,964	New	+$264K	0.17%	92

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Oxinas Partners Wealth Management's SHEL Position: Q2 2026 in Review

Oxinas Partners Wealth Management reduced its Shell (SHEL) stake by 4.2% in Q2 2026, selling an estimated $11K and leaving 2,901 shares worth $225K. The position accounts for 0.09% of the portfolio, ranked #139.

Oxinas Partners Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 9 quarters since. The position peaked at $282K in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Oxinas Partners Wealth Management held 2,901 shares of Shell worth $225K as of Q2 2026.
Oxinas Partners Wealth Management sold 128 Shell shares in Q2 2026, an estimated $11K.
Shell made up 0.09% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #139 holding.
Oxinas Partners Wealth Management first reported a position in Shell in Q1 2022 and has held it in 9 quarters since.
Oxinas Partners Wealth Management's Shell position peaked at $282K in Q1 2026.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.