Platt Wealth Management’s Shell SHEL Stock Holding History

Platt 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	–	Sell	-2,500	Closed	-$232K	–	58
2026 Q1	$232K	Buy	+2,500	New	+$202K	0.23%	48

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

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

Platt Wealth Management sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,500 shares — an estimated $232K sold.

Platt Wealth Management first reported a position in SHEL in Q1 2026 and held it in 1 quarter. The position peaked at $232K in Q1 2026. 1,525 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Platt Wealth Management reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Platt Wealth Management sold 2,500 Shell shares in Q2 2026, an estimated $232K.
Platt Wealth Management first reported a position in Shell in Q1 2026 and held it in 1 quarter.
Platt Wealth Management's Shell position peaked at $232K in Q1 2026.
1,525 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Platt Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.