RMG Wealth Management’s Shell SHEL Stock Holding History

RMG 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	$14.8K	Hold	164	–	–	﹤0.01%	254
2026 Q1	$14K	Hold	164	–	–	﹤0.01%	262
2025 Q4	$11.9K	Buy	+164	New	+$12.1K	﹤0.01%	247

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

RMG Wealth Management's SHEL Position: Q2 2026 in Review

RMG Wealth Management held its Shell (SHEL) position steady in Q2 2026 at 164 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

RMG Wealth Management first reported a position in SHEL in Q4 2025 and has held it in 3 quarters since. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

RMG Wealth Management held 164 shares of Shell worth $14.8K as of Q2 2026.
RMG Wealth Management left its Shell share count unchanged in Q2 2026.
Shell made up ﹤0.01% of RMG Wealth Management's portfolio in Q2 2026, its #254 holding.
RMG Wealth Management first reported a position in Shell in Q4 2025 and has held it in 3 quarters since.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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