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Spire Wealth Management’s Shell SHEL Stock Holding History

Spire 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 		$658K Sell
8,492
-26
-0.3% -$2.24K 0.02% 487
2026
Q1 		$792K Sell
8,518
-59
-0.7% -$4.77K 0.03% 424
2025
Q4 		$630K Buy
8,577
+7
+0.1% +$516 0.02% 490
2025
Q3 		$613K Buy
8,570
+29
+0.3% +$2.09K 0.02% 482
2025
Q2 		$601K Buy
8,541
+933
+12% +$62.5K 0.02% 466
2025
Q1 		$558K Buy
7,608
+9
+0.1% +$606 0.02% 539
2024
Q4 		$476K Sell
7,599
-69
-0.9% -$4.52K 0.01% 556
2024
Q3 		$506K Buy
7,668
+46
+0.6% +$3.26K 0.02% 515
2024
Q2 		$550K Sell
7,622
-1,934
-20% -$138K 0.02% 472
2024
Q1 		$641K Buy
9,556
+248
+3% +$15.9K 0.01% 459
2023
Q4 		$569K Buy
9,308
+114
+1% +$7.48K 0.02% 489
2023
Q3 		$592K Buy
9,194
+2,317
+34% +$144K 0.02% 443
2023
Q2 		$415K Buy
6,877
+309
+5% +$18.5K 0.02% 537
2023
Q1 		$378K Buy
6,568
+1,224
+23% +$72K 0.01% 560
2022
Q4 		$304K Buy
5,344
+419
+9% +$23.1K 0.02% 457
2022
Q3 		$245K Sell
4,925
-2,361
-32% -$122K 0.01% 479
2022
Q2 		$381K Buy
+7,286
New +$409K 0.02% 560

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

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

Spire Wealth Management reduced its Shell (SHEL) stake by 0.31% in Q2 2026, selling an estimated $2.24K and leaving 8,492 shares worth $658K. The position accounts for 0.02% of the portfolio, ranked #487.

Spire Wealth Management first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $792K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Spire Wealth Management held 8,492 shares of Shell worth $658K as of Q2 2026.
  • Spire Wealth Management sold 26 Shell shares in Q2 2026, an estimated $2.24K.
  • Shell made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #487 holding.
  • Spire Wealth Management first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
  • Spire Wealth Management's Shell position peaked at $792K in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.