Phillips Wealth Planners’s Shell SHEL Stock Holding History

Phillips Wealth Planners’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	$354K	Buy	4,313 +18	+0.4%	+$1.55K	0.26%	117
2026 Q1	$367K	Buy	4,295 +844	+24%	+$68.2K	0.28%	121
2025 Q4	$255K	Sell	3,451 -90	-3%	-$6.63K	0.2%	166
2025 Q3	$263K	Buy	3,541 +66	+2%	+$4.75K	0.22%	159
2025 Q2	$248K	Sell	3,475 -360	-9%	-$24.1K	0.22%	157
2025 Q1	$238K	Sell	3,835 -53	-1%	-$3.57K	0.25%	149
2024 Q4	$252K	Buy	3,888 +44	+1%	+$2.88K	0.25%	140
2024 Q3	$256K	Sell	3,844 -125	-3%	-$8.85K	0.25%	149
2024 Q2	$289K	Sell	3,969 -43	-1%	-$3.07K	0.31%	123
2024 Q1	$285K	Sell	4,012 -54	-1%	-$3.46K	0.33%	120
2023 Q4	$249K	Sell	4,066 -86	-2%	-$5.64K	0.3%	128
2023 Q3	$283K	Buy	4,152 +112	+3%	+$6.97K	0.38%	102
2023 Q2	$244K	Sell	4,040 -58	-1%	-$3.48K	0.32%	118
2023 Q1	$252K	Buy	+4,098	New	+$241K	0.33%	114

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

Phillips Wealth Planners's SHEL Position: Q2 2026 in Review

Phillips Wealth Planners increased its Shell (SHEL) stake by 0.42% in Q2 2026, buying an estimated $1.55K and bringing the position to 4,313 shares worth $354K. The position accounts for 0.26% of the portfolio, ranked #117.

Phillips Wealth Planners first reported a position in SHEL in Q1 2023 and has held it in 14 quarters since. The position peaked at $367K in Q1 2026. 1,531 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Phillips Wealth Planners held 4,313 shares of Shell worth $354K as of Q2 2026.
Phillips Wealth Planners bought 18 Shell shares in Q2 2026, an estimated $1.55K.
Shell made up 0.26% of Phillips Wealth Planners's portfolio in Q2 2026, its #117 holding.
Phillips Wealth Planners first reported a position in Shell in Q1 2023 and has held it in 14 quarters since.
Phillips Wealth Planners's Shell position peaked at $367K in Q1 2026.
1,531 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.