Signature Wealth Management Partners’s Shell SHEL Stock Holding History

Signature Wealth Management 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	$323K	Hold	4,168	–	–	0.15%	87
2026 Q1	$388K	Hold	4,168	–	–	0.19%	83
2025 Q4	$306K	Hold	4,168	–	–	0.15%	91
2025 Q3	$298K	Hold	4,168	–	–	0.16%	89
2025 Q2	$293K	Hold	4,168	–	–	0.17%	81
2025 Q1	$305K	Hold	4,168	–	–	0.2%	79
2024 Q4	$261K	Hold	4,168	–	–	0.18%	87
2024 Q3	$275K	Hold	4,168	–	–	0.2%	82
2024 Q2	$301K	Hold	4,168	–	–	0.23%	79
2024 Q1	$279K	Hold	4,168	–	–	0.23%	83
2023 Q4	$274K	Sell	4,168 -99	-2%	-$6.5K	0.24%	81
2023 Q3	$275K	Hold	4,267	–	–	0.27%	74
2023 Q2	$258K	Hold	4,267	–	–	0.24%	79
2023 Q1	$246K	Hold	4,267	–	–	0.23%	84
2022 Q4	$243K	Hold	4,267	–	–	0.24%	85
2022 Q3	$212K	Hold	4,267	–	–	0.23%	87
2022 Q2	$223K	Hold	4,267	–	–	0.23%	91
2022 Q1	$234K	Buy	+4,267	New	+$227K	0.2%	98

Other funds holding SHEL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Signature Wealth Management Partners's SHEL Position: Q2 2026 in Review

Signature Wealth Management Partners held its Shell (SHEL) position steady in Q2 2026 at 4,168 shares worth $323K. The position accounts for 0.15% of the portfolio, ranked #87.

Signature Wealth Management Partners first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $388K in Q1 2026. 1,019 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Signature Wealth Management Partners held 4,168 shares of Shell worth $323K as of Q2 2026.
Signature Wealth Management Partners left its Shell share count unchanged in Q2 2026.
Shell made up 0.15% of Signature Wealth Management Partners's portfolio in Q2 2026, its #87 holding.
Signature Wealth Management Partners first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Signature Wealth Management Partners's Shell position peaked at $388K in Q1 2026.
1,019 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.