Quest 10 Wealth Builders’s Shell SHEL Stock Holding History

Quest 10 Wealth Builders’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	$1.94K	Hold	25	–	–	﹤0.01%	636
2026 Q1	$2.33K	Hold	25	–	–	﹤0.01%	625
2025 Q4	$1.84K	Sell	25 -41	-62%	-$3.02K	﹤0.01%	588
2025 Q3	$4.72K	Buy	66 +41	+164%	+$2.95K	﹤0.01%	499
2025 Q2	$1.76K	Hold	25	–	–	﹤0.01%	596
2025 Q1	$1.83K	Hold	25	–	–	﹤0.01%	568
2024 Q4	$1.57K	Buy	+25	New	+$1.64K	﹤0.01%	618

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

Quest 10 Wealth Builders's SHEL Position: Q2 2026 in Review

Quest 10 Wealth Builders held its Shell (SHEL) position steady in Q2 2026 at 25 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Quest 10 Wealth Builders first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.72K in Q3 2025. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Quest 10 Wealth Builders held 25 shares of Shell worth $1.94K as of Q2 2026.
Quest 10 Wealth Builders left its Shell share count unchanged in Q2 2026.
Shell made up ﹤0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #636 holding.
Quest 10 Wealth Builders first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's Shell position peaked at $4.72K in Q3 2025.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.