Strategic Wealth Partners’s Shell SHEL Stock Holding History

Strategic Wealth Partners’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	$124K	Buy	1,597 +34	+2%	+$2.94K	0.01%	372
2026 Q1	$145K	Sell	1,563 -567	-27%	-$45.8K	0.01%	345
2025 Q4	$157K	Buy	2,130 +2,009	+1,660%	+$148K	0.01%	349
2025 Q3	$8.63K	Sell	121 -5,617	-98%	-$404K	﹤0.01%	920
2025 Q2	$404K	Buy	+5,738	New	+$385K	0.03%	237
2024 Q4	$514K	Sell	7,634 -16,269	-68%	-$1.07M	0.04%	207
2024 Q3	$1.58M	Sell	23,903 -2,390	-9%	-$169K	0.15%	111
2024 Q2	$1.9M	Buy	+26,293	New	+$1.88M	0.2%	93

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

Strategic Wealth Partners's SHEL Position: Q2 2026 in Review

Strategic Wealth Partners increased its Shell (SHEL) stake by 2.2% in Q2 2026, buying an estimated $2.94K and bringing the position to 1,597 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #372.

Strategic Wealth Partners first reported a position in SHEL in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.9M in Q2 2024. 1,525 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Strategic Wealth Partners held 1,597 shares of Shell worth $124K as of Q2 2026.
Strategic Wealth Partners bought 34 Shell shares in Q2 2026, an estimated $2.94K.
Shell made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #372 holding.
Strategic Wealth Partners first reported a position in Shell in Q2 2024 and has held it in 8 quarters since.
Strategic Wealth Partners's Shell position peaked at $1.9M in Q2 2024.
1,525 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.