Tower Wealth Partners
SHEL icon

Tower Wealth Partners’s Shell SHEL Stock Holding History

Tower 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
Q3 		$214K Buy
+2,253
New +$203K 0.09% 94

Other funds holding SHEL

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Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Life Cycle Investment Partners
Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
WGI DM
WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return

Tower Wealth Partners's SHEL Position: Q3 2026 in Review

Tower Wealth Partners opened a new position in Shell (SHEL) in Q3 2026: 2,253 shares worth $214K. The stake represents 0.09% of the portfolio and ranks #94 among its holdings.

1,423 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Tower Wealth Partners held 2,253 shares of Shell worth $214K as of Q3 2026.
  • Shell was a new Tower Wealth Partners position in Q3 2026.
  • Shell made up 0.09% of Tower Wealth Partners's portfolio in Q3 2026, its #94 holding.
  • 1,423 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Tower Wealth Partners's 13F filing for Q3 2026, filed 12 Nov 2026.