SWP
SHEL icon

Stratos Wealth Partners’s Shell SHEL Stock Holding History

Stratos 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 		$2.1M Sell
27,021
-2,195
-8% -$189K 0.02% 581
2026
Q1 		$2.72M Buy
29,216
+4,548
+18% +$367K 0.03% 475
2025
Q4 		$1.81M Sell
24,668
-1,088
-4% -$80.1K 0.02% 569
2025
Q3 		$1.84M Buy
25,756
+172
+0.7% +$12.4K 0.02% 557
2025
Q2 		$1.8M Sell
25,584
-934
-4% -$62.6K 0.02% 527
2025
Q1 		$1.94M Sell
26,518
-2,773
-9% -$187K 0.03% 455
2024
Q4 		$1.84M Buy
29,291
+151
+0.5% +$9.9K 0.03% 502
2024
Q3 		$1.92M Buy
29,140
+7,025
+32% +$498K 0.03% 479
2024
Q2 		$1.6M Buy
22,115
+962
+5% +$68.8K 0.03% 499
2024
Q1 		$1.42M Sell
21,153
-2,277
-10% -$146K 0.02% 537
2023
Q4 		$1.54M Buy
23,430
+1,068
+5% +$70.1K 0.03% 483
2023
Q3 		$1.44M Buy
22,362
+5,573
+33% +$347K 0.03% 453
2023
Q2 		$1.01M Buy
16,789
+409
+2% +$24.5K 0.02% 527
2023
Q1 		$943K Sell
16,380
-1,390
-8% -$81.8K 0.03% 503
2022
Q4 		$1.01M Sell
17,770
-102
-0.6% -$5.62K 0.03% 506
2022
Q3 		$889K Sell
17,872
-2,942
-14% -$152K 0.02% 518
2022
Q2 		$1.09M Buy
+20,814
New +$1.17M 0.03% 487

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

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

Stratos Wealth Partners reduced its Shell (SHEL) stake by 7.5% in Q2 2026, selling an estimated $189K and leaving 27,021 shares worth $2.1M. The position accounts for 0.02% of the portfolio, ranked #581.

Stratos Wealth Partners first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.72M in Q1 2026. 1,531 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Stratos Wealth Partners held 27,021 shares of Shell worth $2.1M as of Q2 2026.
  • Stratos Wealth Partners sold 2,195 Shell shares in Q2 2026, an estimated $189K.
  • Shell made up 0.02% of Stratos Wealth Partners's portfolio in Q2 2026, its #581 holding.
  • Stratos Wealth Partners first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
  • Stratos Wealth Partners's Shell position peaked at $2.72M in Q1 2026.
  • 1,531 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.