PWS
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Peterson Wealth Services’s Shell SHEL Stock Holding History

Peterson Wealth Services’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 		$3.64K Buy
+47
New +$4.06K ﹤0.01% 212

Other funds holding SHEL

MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Peterson Wealth Services's SHEL Position: Q2 2026 in Review

Peterson Wealth Services opened a new position in Shell (SHEL) in Q2 2026: 47 shares worth $3.64K. The stake represents ﹤0.01% of the portfolio and ranks #212 among its holdings.

676 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Peterson Wealth Services held 47 shares of Shell worth $3.64K as of Q2 2026.
  • Shell was a new Peterson Wealth Services position in Q2 2026.
  • Shell made up ﹤0.01% of Peterson Wealth Services's portfolio in Q2 2026, its #212 holding.
  • 676 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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