Sagespring Wealth Partners’s Shell SHEL Stock Holding History

Sagespring 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	$1.18M	Sell	15,188 -1,138	-7%	-$98.2K	0.02%	310
2026 Q1	$1.52M	Buy	16,326 +79	+0.5%	+$6.38K	0.03%	243
2025 Q4	$1.19M	Buy	16,247 +69	+0.4%	+$5.08K	0.02%	278
2025 Q3	$1.16M	Buy	16,178 +932	+6%	+$67.1K	0.02%	274
2025 Q2	$1.07M	Sell	15,246 -606	-4%	-$40.6K	0.02%	275
2025 Q1	$1.16M	Buy	15,852 +7,007	+79%	+$472K	0.03%	224
2024 Q4	$554K	Buy	+8,845	New	+$580K	0.01%	323

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

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

Sagespring Wealth Partners reduced its Shell (SHEL) stake by 7% in Q2 2026, selling an estimated $98.2K and leaving 15,188 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #310.

Sagespring Wealth Partners first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.52M in Q1 2026. 1,531 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Sagespring Wealth Partners held 15,188 shares of Shell worth $1.18M as of Q2 2026.
Sagespring Wealth Partners sold 1,138 Shell shares in Q2 2026, an estimated $98.2K.
Shell made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #310 holding.
Sagespring Wealth Partners first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's Shell position peaked at $1.52M in Q1 2026.
1,531 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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