TD Private Client Wealth’s Shell SHEL Stock Holding History

TD Private Client 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	$781K	Sell	10,078 -2,209	-18%	-$191K	0.01%	412
2026 Q1	$1.14M	Sell	12,287 -25,954	-68%	-$2.1M	0.02%	341
2025 Q4	$2.81M	Buy	38,241 +472	+1%	+$34.8K	0.06%	202
2025 Q3	$2.7M	Buy	37,769 +7,327	+24%	+$528K	0.06%	207
2025 Q2	$2.14M	Buy	30,442 +3,947	+15%	+$265K	0.05%	226
2025 Q1	$1.94M	Buy	26,495 +938	+4%	+$63.2K	0.05%	229
2024 Q4	$1.6M	Buy	25,557 +518	+2%	+$33.9K	0.04%	264
2024 Q3	$1.65M	Sell	25,039 -5,732	-19%	-$406K	0.05%	279
2024 Q2	$2.22M	Buy	30,771 +1,312	+4%	+$93.8K	0.07%	216
2024 Q1	$1.97M	Sell	29,459 -3,717	-11%	-$238K	0.06%	238
2023 Q4	$2.18M	Sell	33,176 -819	-2%	-$53.7K	0.08%	205
2023 Q3	$2.19M	Buy	33,995 +21,690	+176%	+$1.35M	0.09%	191
2023 Q2	$743K	Sell	12,305 -426	-3%	-$25.6K	0.03%	381
2023 Q1	$733K	Sell	12,731 -1,352	-10%	-$79.5K	0.03%	375
2022 Q4	$802K	Sell	14,083 -873	-6%	-$48.1K	0.04%	353
2022 Q3	$744K	Buy	14,956 +6,013	+67%	+$310K	0.04%	349
2022 Q2	$468K	Buy	8,943 +3,579	+67%	+$201K	0.02%	416
2022 Q1	$295K	Buy	+5,364	New	+$285K	0.01%	498

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

TD Private Client Wealth's SHEL Position: Q2 2026 in Review

TD Private Client Wealth reduced its Shell (SHEL) stake by 18% in Q2 2026, selling an estimated $191K and leaving 10,078 shares worth $781K. The position accounts for 0.01% of the portfolio, ranked #412.

TD Private Client Wealth first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.81M in Q4 2025. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

TD Private Client Wealth held 10,078 shares of Shell worth $781K as of Q2 2026.
TD Private Client Wealth sold 2,209 Shell shares in Q2 2026, an estimated $191K.
Shell made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #412 holding.
TD Private Client Wealth first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
TD Private Client Wealth's Shell position peaked at $2.81M in Q4 2025.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.