Tanglewood Legacy Advisors’s Shell SHEL Stock Holding History

Tanglewood Legacy Advisors’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	$108K	Hold	1,388	–	–	0.03%	128
2026 Q1	$129K	Hold	1,388	–	–	0.05%	116
2025 Q4	$102K	Sell	1,388 -500	-26%	-$36.8K	0.04%	128
2025 Q3	$135K	Hold	1,888	–	–	0.05%	114
2025 Q2	$133K	Sell	1,888 -320	-14%	-$21.4K	0.05%	111
2025 Q1	$162K	Hold	2,208	–	–	0.07%	105
2024 Q4	$138K	Sell	2,208 -1,040	-32%	-$68.2K	0.06%	107
2024 Q3	$214K	Hold	3,248	–	–	0.1%	85
2024 Q2	$234K	Hold	3,248	–	–	0.11%	83
2024 Q1	$218K	Buy	+3,248	New	+$208K	0.11%	84

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

Tanglewood Legacy Advisors's SHEL Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Shell (SHEL) position steady in Q2 2026 at 1,388 shares worth $108K. The position accounts for 0.03% of the portfolio, ranked #128.

Tanglewood Legacy Advisors first reported a position in SHEL in Q1 2024 and has held it in 10 quarters since. The position peaked at $234K in Q2 2024. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Tanglewood Legacy Advisors held 1,388 shares of Shell worth $108K as of Q2 2026.
Tanglewood Legacy Advisors left its Shell share count unchanged in Q2 2026.
Shell made up 0.03% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #128 holding.
Tanglewood Legacy Advisors first reported a position in Shell in Q1 2024 and has held it in 10 quarters since.
Tanglewood Legacy Advisors's Shell position peaked at $234K in Q2 2024.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.