Silverlake Wealth Management’s Shell SHEL Stock Holding History

Silverlake 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	$375K	Buy	4,832 +1	+0%	+$86	0.07%	259
2026 Q1	$449K	Sell	4,831 -200	-4%	-$16.2K	0.09%	229
2025 Q4	$370K	Sell	5,031 -99	-2%	-$7.29K	0.08%	232
2025 Q3	$367K	Sell	5,130 -499	-9%	-$35.9K	0.09%	224
2025 Q2	$396K	Buy	5,629 +115	+2%	+$7.71K	0.12%	201
2025 Q1	$404K	Hold	5,514	–	–	0.15%	156
2024 Q4	$345K	Sell	5,514 -1,000	-15%	-$65.5K	0.13%	172
2024 Q3	$430K	Hold	6,514	–	–	0.16%	154
2024 Q2	$470K	Buy	6,514 +2,400	+58%	+$172K	0.19%	128
2024 Q1	$276K	Hold	4,114	–	–	0.14%	182
2023 Q4	$271K	Sell	4,114 -707	-15%	-$46.4K	0.15%	177
2023 Q3	$310K	Hold	4,821	–	–	0.17%	156
2023 Q2	$291K	Hold	4,821	–	–	0.16%	152
2023 Q1	$277K	Hold	4,821	–	–	0.17%	152
2022 Q4	$275K	Hold	4,821	–	–	0.17%	151
2022 Q3	$240K	Hold	4,821	–	–	0.16%	157
2022 Q2	$252K	Hold	4,821	–	–	0.16%	157
2022 Q1	$265K	Buy	+4,821	New	+$256K	0.15%	165

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

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

Silverlake Wealth Management increased its Shell (SHEL) stake by 0.02% in Q2 2026, buying an estimated $86 and bringing the position to 4,832 shares worth $375K. The position accounts for 0.07% of the portfolio, ranked #259.

Silverlake Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $470K in Q2 2024. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Silverlake Wealth Management held 4,832 shares of Shell worth $375K as of Q2 2026.
Silverlake Wealth Management bought 1 Shell share in Q2 2026, an estimated $86.
Shell made up 0.07% of Silverlake Wealth Management's portfolio in Q2 2026, its #259 holding.
Silverlake Wealth Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Silverlake Wealth Management's Shell position peaked at $470K in Q2 2024.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.