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Smallwood Wealth Investment Management’s Shell SHEL Stock Holding History

Smallwood Wealth Investment 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 		$23.3K Hold
300
– – 0.01% 263
2026
Q1 		$27.9K Hold
300
– – 0.01% 231
2025
Q4 		$22K Hold
300
– – 0.01% 246
2025
Q3 		$21.5K Sell
300
-13
-4% -$936 0.01% 259
2025
Q2 		$22K Buy
313
+13
+4% +$871 0.01% 250
2025
Q1 		$22K Buy
+300
New +$20.2K 0.01% 245

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Smallwood Wealth Investment Management's SHEL Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Shell (SHEL) position steady in Q2 2026 at 300 shares worth $23.3K. The position accounts for 0.01% of the portfolio, ranked #263.

Smallwood Wealth Investment Management first reported a position in SHEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $27.9K in Q1 2026. 766 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Smallwood Wealth Investment Management held 300 shares of Shell worth $23.3K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #263 holding.
  • Smallwood Wealth Investment Management first reported a position in Shell in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Shell position peaked at $27.9K in Q1 2026.
  • 766 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.