Pines Wealth Management
SHEL icon

Pines Wealth Management’s Shell SHEL Stock Holding History

Pines 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
Q3 		$667K Sell
7,020
-1,452
-17% -$131K 0.19% 110
2026
Q2 		$657K Sell
8,472
-798
-9% -$68.9K 0.19% 116
2026
Q1 		$862K Sell
9,270
-2,468
-21% -$199K 0.28% 95
2025
Q4 		$862K Buy
11,738
+15
+0.1% +$1.1K 0.28% 87
2025
Q3 		$839K Sell
11,723
-562
-5% -$40.5K 0.28% 91
2025
Q2 		$884K Buy
12,285
+474
+4% +$31.8K 0.31% 83
2025
Q1 		$706K Buy
11,811
+768
+7% +$51.7K 0.33% 78
2024
Q4 		$717K Buy
+11,043
New +$724K 0.31% 80

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Life Cycle Investment Partners
Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
WGI DM
WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return

Pines Wealth Management's SHEL Position: Q3 2026 in Review

Pines Wealth Management reduced its Shell (SHEL) stake by 17% in Q3 2026, selling an estimated $131K and leaving 7,020 shares worth $667K. The position accounts for 0.19% of the portfolio, ranked #110.

Pines Wealth Management first reported a position in SHEL in Q4 2024 and has held it in 8 quarters since. The position peaked at $884K in Q2 2025. 1,423 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Pines Wealth Management held 7,020 shares of Shell worth $667K as of Q3 2026.
  • Pines Wealth Management sold 1,452 Shell shares in Q3 2026, an estimated $131K.
  • Shell made up 0.19% of Pines Wealth Management's portfolio in Q3 2026, its #110 holding.
  • Pines Wealth Management first reported a position in Shell in Q4 2024 and has held it in 8 quarters since.
  • Pines Wealth Management's Shell position peaked at $884K in Q2 2025.
  • 1,423 funds tracked by Wall St. Rank held Shell as of Q3 2026.

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