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Plan A Wealth’s Shell SHEL Stock Holding History

Plan A Wealth’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 		$668K Buy
8,619
+140
+2% +$12.1K 0.28% 57
2026
Q1 		$789K Buy
8,479
+51
+0.6% +$4.12K 0.38% 33
2025
Q4 		$619K Buy
8,428
+5
+0.1% +$368 0.3% 55
2025
Q3 		$603K Buy
8,423
+801
+11% +$57.7K 0.31% 50
2025
Q2 		$537K Buy
7,622
+3,510
+85% +$235K 0.3% 58
2025
Q1 		$301K Buy
+4,112
New +$277K 0.23% 70

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

Plan A Wealth's SHEL Position: Q2 2026 in Review

Plan A Wealth increased its Shell (SHEL) stake by 1.7% in Q2 2026, buying an estimated $12.1K and bringing the position to 8,619 shares worth $668K. The position accounts for 0.28% of the portfolio, ranked #57.

Plan A Wealth first reported a position in SHEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $789K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Plan A Wealth held 8,619 shares of Shell worth $668K as of Q2 2026.
  • Plan A Wealth bought 140 Shell shares in Q2 2026, an estimated $12.1K.
  • Shell made up 0.28% of Plan A Wealth's portfolio in Q2 2026, its #57 holding.
  • Plan A Wealth first reported a position in Shell in Q1 2025 and has held it in 6 quarters since.
  • Plan A Wealth's Shell position peaked at $789K in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.