TW
SHEL icon

TritonPoint Wealth’s Shell SHEL Stock Holding History

TritonPoint 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 		$506K Buy
6,528
+2,437
+60% +$210K 0.05% 177
2026
Q1 		$380K Sell
4,091
-976
-19% -$78.9K 0.04% 198
2025
Q4 		$372K Sell
5,067
-135
-3% -$9.94K 0.04% 202
2025
Q3 		$372K Buy
+5,202
New +$375K 0.03% 260
2024
Q4 		– Sell
-4,057
Closed -$268K – 345
2024
Q3 		$268K Hold
4,057
– – 0.02% 284
2024
Q2 		$293K Hold
4,057
– – 0.03% 258
2024
Q1 		$267K Sell
4,057
-100
-2% -$6.41K 0.03% 278
2023
Q4 		$274K Buy
+4,157
New +$273K 0.03% 284

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

TritonPoint Wealth's SHEL Position: Q2 2026 in Review

TritonPoint Wealth increased its Shell (SHEL) stake by 60% in Q2 2026, buying an estimated $210K and bringing the position to 6,528 shares worth $506K. The position accounts for 0.05% of the portfolio, ranked #177.

TritonPoint Wealth first reported a position in SHEL in Q4 2023 and has held it in 8 quarters since. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • TritonPoint Wealth held 6,528 shares of Shell worth $506K as of Q2 2026.
  • TritonPoint Wealth bought 2,437 Shell shares in Q2 2026, an estimated $210K.
  • Shell made up 0.05% of TritonPoint Wealth's portfolio in Q2 2026, its #177 holding.
  • TritonPoint Wealth first reported a position in Shell in Q4 2023 and has held it in 8 quarters since.
  • 1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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