Private Wealth Asset Management’s Shell SHEL Stock Holding History

Private Wealth Asset 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	$32.8K	Hold	423	–	–	﹤0.01%	492
2026 Q1	$39.3K	Hold	423	–	–	﹤0.01%	466
2025 Q4	$31.1K	Sell	423 -54	-11%	-$3.98K	﹤0.01%	483
2025 Q3	$34.1K	Sell	477 -250	-34%	-$18K	﹤0.01%	449
2025 Q2	$51.2K	Hold	727	–	–	0.01%	396
2025 Q1	$53.3K	Buy	+727	New	+$49K	0.01%	378

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

Private Wealth Asset Management's SHEL Position: Q2 2026 in Review

Private Wealth Asset Management held its Shell (SHEL) position steady in Q2 2026 at 423 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Private Wealth Asset Management first reported a position in SHEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $53.3K in Q1 2025. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Private Wealth Asset Management held 423 shares of Shell worth $32.8K as of Q2 2026.
Private Wealth Asset Management left its Shell share count unchanged in Q2 2026.
Shell made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #492 holding.
Private Wealth Asset Management first reported a position in Shell in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Shell position peaked at $53.3K in Q1 2025.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.