Red Door Wealth Management’s Shell SHEL Stock Holding History

Red Door 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	$290K	Buy	3,743 +100	+3%	+$8.63K	0.03%	259
2026 Q1	$339K	Sell	3,643 -600	-14%	-$48.5K	0.04%	213
2025 Q4	$312K	Sell	4,243 -750	-15%	-$55.2K	0.03%	219
2025 Q3	$357K	Sell	4,993 -256	-5%	-$18.4K	0.04%	209
2025 Q2	$370K	Sell	5,249 -348	-6%	-$23.3K	0.04%	186
2025 Q1	$410K	Buy	5,597 +776	+16%	+$52.3K	0.06%	162
2024 Q4	$302K	Sell	4,821 -63	-1%	-$4.13K	0.05%	181
2024 Q3	$322K	Sell	4,884 -50	-1%	-$3.54K	0.05%	163
2024 Q2	$356K	Buy	4,934 +127	+3%	+$9.08K	0.06%	145
2024 Q1	$322K	Buy	4,807 +561	+13%	+$35.9K	0.06%	156
2023 Q4	$279K	Buy	4,246 +623	+17%	+$40.9K	0.06%	157
2023 Q3	$233K	Buy	+3,623	New	+$226K	0.06%	160

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

Red Door Wealth Management's SHEL Position: Q2 2026 in Review

Red Door Wealth Management increased its Shell (SHEL) stake by 2.7% in Q2 2026, buying an estimated $8.63K and bringing the position to 3,743 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #259.

Red Door Wealth Management first reported a position in SHEL in Q3 2023 and has held it in 12 quarters since. The position peaked at $410K in Q1 2025. 1,524 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Red Door Wealth Management held 3,743 shares of Shell worth $290K as of Q2 2026.
Red Door Wealth Management bought 100 Shell shares in Q2 2026, an estimated $8.63K.
Shell made up 0.03% of Red Door Wealth Management's portfolio in Q2 2026, its #259 holding.
Red Door Wealth Management first reported a position in Shell in Q3 2023 and has held it in 12 quarters since.
Red Door Wealth Management's Shell position peaked at $410K in Q1 2025.
1,524 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.