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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
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 $2.3T 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

Pines Wealth Management's SHEL Position: Q2 2026 in Review

Pines Wealth Management reduced its Shell (SHEL) stake by 8.6% in Q2 2026, selling an estimated $68.9K and leaving 8,472 shares worth $657K. The position accounts for 0.19% of the portfolio, ranked #116.

Pines Wealth Management first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $884K in Q2 2025. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Pines Wealth Management held 8,472 shares of Shell worth $657K as of Q2 2026.
  • Pines Wealth Management sold 798 Shell shares in Q2 2026, an estimated $68.9K.
  • Shell made up 0.19% of Pines Wealth Management's portfolio in Q2 2026, its #116 holding.
  • Pines Wealth Management first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
  • Pines Wealth Management's Shell position peaked at $884K in Q2 2025.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.