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RWA Wealth Partners’s Shell SHEL Stock Holding History

RWA 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 		$1.84M Buy
23,761
+248
+1% +$21.4K 0.02% 276
2026
Q1 		$2.19M Sell
23,513
-1,049
-4% -$84.8K 0.02% 245
2025
Q4 		$1.8M Buy
24,562
+930
+4% +$68.5K 0.02% 270
2025
Q3 		$1.69M Buy
23,632
+318
+1% +$22.9K 0.02% 276
2025
Q2 		$1.64M Buy
23,314
+16,608
+248% +$1.11M 0.02% 266
2025
Q1 		$491K Sell
6,706
-120
-2% -$8.08K 0.01% 408
2024
Q4 		$428K Buy
6,826
+5
+0.1% +$328 0.01% 431
2024
Q3 		$450K Buy
6,821
+1
+0% +$71 0.01% 415
2024
Q2 		$492K Buy
6,820
+452
+7% +$32.3K 0.01% 394
2024
Q1 		$427K Buy
6,368
+20
+0.3% +$1.28K 0.01% 412
2023
Q4 		$418K Buy
+6,348
New +$417K 0.01% 398

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

RWA Wealth Partners increased its Shell (SHEL) stake by 1.1% in Q2 2026, buying an estimated $21.4K and bringing the position to 23,761 shares worth $1.84M. The position accounts for 0.02% of the portfolio, ranked #276.

RWA Wealth Partners first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.19M in Q1 2026. 1,525 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • RWA Wealth Partners held 23,761 shares of Shell worth $1.84M as of Q2 2026.
  • RWA Wealth Partners bought 248 Shell shares in Q2 2026, an estimated $21.4K.
  • Shell made up 0.02% of RWA Wealth Partners's portfolio in Q2 2026, its #276 holding.
  • RWA Wealth Partners first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
  • RWA Wealth Partners's Shell position peaked at $2.19M in Q1 2026.
  • 1,525 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.