Quotient Wealth Partners’s Shell SHEL Stock Holding History

Quotient Wealth Partners’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	$370K	Sell	4,771 -405	-8%	-$35K	0.01%	261
2026 Q1	$481K	Sell	5,176 -2,538	-33%	-$205K	0.01%	202
2025 Q4	$567K	Buy	7,714 +298	+4%	+$22K	0.02%	173
2025 Q3	$530K	Buy	7,416 +148	+2%	+$10.7K	0.01%	186
2025 Q2	$512K	Buy	7,268 +3,772	+108%	+$253K	0.02%	187
2025 Q1	$256K	Sell	3,496 -6,406	-65%	-$432K	0.01%	284
2024 Q4	$620K	Buy	9,902 +6,152	+164%	+$403K	0.02%	146
2024 Q3	$247K	Sell	3,750 -712	-16%	-$50.4K	0.01%	281
2024 Q2	$322K	Buy	4,462 +119	+3%	+$8.51K	0.01%	239
2024 Q1	$291K	Sell	4,343 -225	-5%	-$14.4K	0.01%	236
2023 Q4	$301K	Buy	+4,568	New	+$300K	0.01%	226

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

Quotient Wealth Partners's SHEL Position: Q2 2026 in Review

Quotient Wealth Partners reduced its Shell (SHEL) stake by 7.8% in Q2 2026, selling an estimated $35K and leaving 4,771 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #261.

Quotient Wealth Partners first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $620K in Q4 2024. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Quotient Wealth Partners held 4,771 shares of Shell worth $370K as of Q2 2026.
Quotient Wealth Partners sold 405 Shell shares in Q2 2026, an estimated $35K.
Shell made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #261 holding.
Quotient Wealth Partners first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
Quotient Wealth Partners's Shell position peaked at $620K in Q4 2024.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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