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Sendero Wealth Management’s Shell SHEL Stock Holding History

Sendero 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 		– Sell
-7,441
Closed -$692K – 219
2026
Q1 		$692K Sell
7,441
-3,322
-31% -$268K 0.08% 138
2025
Q4 		$791K Sell
10,763
-4,136
-28% -$305K 0.09% 125
2025
Q3 		$1.07M Sell
14,899
-5,590
-27% -$403K 0.12% 95
2025
Q2 		$1.44M Sell
20,489
-2,752
-12% -$184K 0.18% 77
2025
Q1 		$1.7M Sell
23,241
-617
-3% -$41.6K 0.24% 65
2024
Q4 		$1.49M Buy
23,858
+638
+3% +$41.8K 0.22% 68
2024
Q3 		$1.53M Buy
23,220
+1,915
+9% +$136K 0.24% 61
2024
Q2 		$1.54M Hold
21,305
– – 0.26% 55
2024
Q1 		$1.43M Sell
21,305
-6,878
-24% -$441K 0.25% 64
2023
Q4 		$1.85M Buy
28,183
+1,386
+5% +$91K 0.35% 59
2023
Q3 		$1.73M Buy
26,797
+4,882
+22% +$304K 0.37% 58
2023
Q2 		$1.32M Buy
21,915
+5,541
+34% +$333K 0.29% 67
2023
Q1 		$942K Buy
16,374
+865
+6% +$50.9K 0.29% 62
2022
Q4 		$883K Buy
15,509
+3,882
+33% +$214K 0.31% 61
2022
Q3 		$579K Buy
+11,627
New +$599K 0.24% 60

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

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

Sendero Wealth Management sold out of Shell (SHEL) in Q2 2026, closing a stake of 7,441 shares — an estimated $692K sold.

Sendero Wealth Management first reported a position in SHEL in Q3 2022 and held it in 15 quarters. The position peaked at $1.85M in Q4 2023. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Sendero Wealth Management reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
  • Sendero Wealth Management sold 7,441 Shell shares in Q2 2026, an estimated $692K.
  • Sendero Wealth Management first reported a position in Shell in Q3 2022 and held it in 15 quarters.
  • Sendero Wealth Management's Shell position peaked at $1.85M in Q4 2023.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.