Seed Wealth Management’s Shell SHEL Stock Holding History

Seed 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 Q3	$335K	Sell	3,527 -3,400	-49%	-$307K	0.21%	60
2026 Q2	$537K	Hold	6,927	–	–	0.34%	47
2026 Q1	$644K	Hold	6,927	–	–	0.44%	40
2025 Q4	$509K	Sell	6,927 -300	-4%	-$22.1K	0.35%	47
2025 Q3	$517K	Hold	7,227	–	–	0.36%	48
2025 Q2	$509K	Sell	7,227 -538	-7%	-$36.1K	0.38%	66
2025 Q1	$569K	Hold	7,765	–	–	0.46%	59
2024 Q4	$486K	Hold	7,765	–	–	0.39%	64
2024 Q3	$512K	Sell	7,765 -300	-4%	-$21.2K	0.41%	63
2024 Q2	$582K	Buy	8,065 +600	+8%	+$42.9K	0.51%	50
2024 Q1	$507K	Sell	7,465 -800	-10%	-$51.3K	0.48%	52
2023 Q4	$545K	Sell	8,265 -600	-7%	-$39.4K	0.55%	46
2023 Q3	$571K	Sell	8,865 -170	-2%	-$10.6K	0.64%	43
2023 Q2	$546K	Hold	9,035	–	–	0.58%	47
2023 Q1	$520K	Hold	9,035	–	–	0.59%	45
2022 Q4	$515K	Buy	+9,035	New	+$498K	0.59%	43

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Seed Wealth Management's SHEL Position: Q3 2026 in Review

Seed Wealth Management reduced its Shell (SHEL) stake by 49% in Q3 2026, selling an estimated $307K and leaving 3,527 shares worth $335K. The position accounts for 0.21% of the portfolio, ranked #60.

Seed Wealth Management first reported a position in SHEL in Q4 2022 and has held it in 16 quarters since. The position peaked at $644K in Q1 2026. 1,102 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Seed Wealth Management held 3,527 shares of Shell worth $335K as of Q3 2026.
Seed Wealth Management sold 3,400 Shell shares in Q3 2026, an estimated $307K.
Shell made up 0.21% of Seed Wealth Management's portfolio in Q3 2026, its #60 holding.
Seed Wealth Management first reported a position in Shell in Q4 2022 and has held it in 16 quarters since.
Seed Wealth Management's Shell position peaked at $644K in Q1 2026.
1,102 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Seed Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.