SW
SHEL icon

SteelPeak Wealth’s Shell SHEL Stock Holding History

SteelPeak Wealth’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 		$201K Buy
2,586
+352
+16% +$30.4K 0.01% 604
2026
Q1 		$208K Sell
2,234
-681
-23% -$55K 0.01% 523
2025
Q4 		$214K Sell
2,915
-3,063
-51% -$226K 0.01% 487
2025
Q3 		$428K Sell
5,978
-239
-4% -$17.2K 0.01% 412
2025
Q2 		$438K Buy
6,217
+431
+7% +$28.9K 0.02% 369
2025
Q1 		$424K Sell
5,786
-97
-2% -$6.53K 0.02% 370
2024
Q4 		$369K Sell
5,883
-15
-0.3% -$983 0.02% 378
2024
Q3 		$389K Sell
5,898
-520
-8% -$36.8K 0.02% 355
2024
Q2 		$463K Sell
6,418
-397
-6% -$28.4K 0.02% 316
2024
Q1 		$457K Buy
6,815
+167
+3% +$10.7K 0.02% 313
2023
Q4 		$437K Sell
6,648
-154
-2% -$10.1K 0.03% 294
2023
Q3 		$438K Sell
6,802
-5,300
-44% -$330K 0.03% 272
2023
Q2 		$731K Buy
12,102
+4,118
+52% +$247K 0.04% 206
2023
Q1 		$459K Sell
7,984
-2,258
-22% -$133K 0.03% 252
2022
Q4 		$583K Sell
10,242
-232
-2% -$12.8K 0.04% 223
2022
Q3 		$521K Buy
10,474
+3,180
+44% +$164K 0.04% 238
2022
Q2 		$381K Hold
7,294
– – 0.03% 288
2022
Q1 		$401K Buy
+7,294
New +$387K 0.02% 313

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

SteelPeak Wealth's SHEL Position: Q2 2026 in Review

SteelPeak Wealth increased its Shell (SHEL) stake by 16% in Q2 2026, buying an estimated $30.4K and bringing the position to 2,586 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #604.

SteelPeak Wealth first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $731K in Q2 2023. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • SteelPeak Wealth held 2,586 shares of Shell worth $201K as of Q2 2026.
  • SteelPeak Wealth bought 352 Shell shares in Q2 2026, an estimated $30.4K.
  • Shell made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #604 holding.
  • SteelPeak Wealth first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • SteelPeak Wealth's Shell position peaked at $731K in Q2 2023.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.