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Shepherd Wealth Management’s Shell SHEL Stock Holding History

Shepherd 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 		$348K Hold
3,770
– – 0.19% 32
2026
Q1 		$338K Buy
+3,770
New +$305K 0.25% 33
2025
Q4 		– Sell
-3,600
Closed -$269K – 47
2025
Q3 		$269K Hold
3,600
– – 0.18% 34
2025
Q2 		$259K Buy
+3,600
New +$241K 0.18% 39

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

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

Shepherd Wealth Management held its Shell (SHEL) position steady in Q2 2026 at 3,770 shares worth $348K. The position accounts for 0.19% of the portfolio, ranked #32.

Shepherd Wealth Management first reported a position in SHEL in Q2 2025 and has held it in 4 quarters since. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Shepherd Wealth Management held 3,770 shares of Shell worth $348K as of Q2 2026.
  • Shepherd Wealth Management left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.19% of Shepherd Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Shepherd Wealth Management first reported a position in Shell in Q2 2025 and has held it in 4 quarters since.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.