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Strait & Sound Wealth Management’s Shell SHEL Stock Holding History

Strait & Sound 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 		$1.01M Buy
12,992
+524
+4% +$45.2K 0.35% 66
2026
Q1 		$1.16M Buy
12,468
+179
+1% +$14.5K 0.43% 55
2025
Q4 		$903K Buy
+12,289
New +$905K 0.34% 63

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

Strait & Sound Wealth Management's SHEL Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its Shell (SHEL) stake by 4.2% in Q2 2026, buying an estimated $45.2K and bringing the position to 12,992 shares worth $1.01M. The position accounts for 0.35% of the portfolio, ranked #66.

Strait & Sound Wealth Management first reported a position in SHEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.16M in Q1 2026. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Strait & Sound Wealth Management held 12,992 shares of Shell worth $1.01M as of Q2 2026.
  • Strait & Sound Wealth Management bought 524 Shell shares in Q2 2026, an estimated $45.2K.
  • Shell made up 0.35% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Strait & Sound Wealth Management first reported a position in Shell in Q4 2025 and has held it in 3 quarters since.
  • Strait & Sound Wealth Management's Shell position peaked at $1.16M in Q1 2026.
  • 1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.