Retirement Wealth Solutions
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Retirement Wealth Solutions’s Shell SHEL Stock Holding History

Retirement Wealth Solutions’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
Q3 		$45.5K Buy
478
+175
+58% +$15.8K 0.02% 117
2026
Q2 		$23.5K Sell
303
-10
-3% -$863 0.01% 144
2026
Q1 		$29.1K Buy
313
+30
+11% +$2.42K 0.02% 114
2025
Q4 		$20.8K Sell
283
-29
-9% -$2.14K 0.01% 155
2025
Q3 		$22.3K Buy
312
+75
+32% +$5.4K 0.01% 148
2025
Q2 		$16.7K Sell
237
-13
-5% -$871 0.01% 169
2025
Q1 		$18.3K Hold
250
– – 0.01% 145
2024
Q4 		$16.2K Buy
+250
New +$16.4K 0.01% 167

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Life Cycle Investment Partners
Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
WGI DM
WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return

Retirement Wealth Solutions's SHEL Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Shell (SHEL) stake by 58% in Q3 2026, buying an estimated $15.8K and bringing the position to 478 shares worth $45.5K. The position accounts for 0.02% of the portfolio, ranked #117.

Retirement Wealth Solutions first reported a position in SHEL in Q4 2024 and has held it in 8 quarters since. 1,423 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Retirement Wealth Solutions held 478 shares of Shell worth $45.5K as of Q3 2026.
  • Retirement Wealth Solutions bought 175 Shell shares in Q3 2026, an estimated $15.8K.
  • Shell made up 0.02% of Retirement Wealth Solutions's portfolio in Q3 2026, its #117 holding.
  • Retirement Wealth Solutions first reported a position in Shell in Q4 2024 and has held it in 8 quarters since.
  • 1,423 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.