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True Wealth Design’s Shell SHEL Stock Holding History

True Wealth Design’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 		$42.8K Sell
552
-3
-0.5% -$259 0.01% 556
2026
Q1 		$51.6K Buy
555
+213
+62% +$17.2K 0.01% 391
2025
Q4 		$25.1K Sell
342
-25
-7% -$1.84K 0.01% 526
2025
Q3 		$26.3K Buy
367
+184
+101% +$13.2K 0.01% 514
2025
Q2 		$12.9K Buy
183
+4
+2% +$268 ﹤0.01% 491
2025
Q1 		$13.1K Sell
179
-29
-14% -$1.95K 0.01% 410
2024
Q4 		$13K Buy
208
+117
+129% +$7.67K 0.01% 383
2024
Q3 		$6K Sell
91
-12,289
-99% -$870K ﹤0.01% 525
2024
Q2 		$894K Sell
12,380
-38
-0.3% -$2.72K 0.22% 53
2024
Q1 		$833K Buy
12,418
+305
+3% +$19.5K 0.21% 77
2023
Q4 		$797K Sell
12,113
-674
-5% -$44.2K 0.22% 70
2023
Q3 		$823K Sell
12,787
-870
-6% -$54.2K 0.28% 40
2023
Q2 		$825K Sell
13,657
-284
-2% -$17K 0.3% 54
2023
Q1 		$802K Buy
13,941
+133
+1% +$7.83K 0.34% 61
2022
Q4 		$786K Buy
+13,808
New +$761K 0.36% 52

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

True Wealth Design's SHEL Position: Q2 2026 in Review

True Wealth Design reduced its Shell (SHEL) stake by 0.54% in Q2 2026, selling an estimated $259 and leaving 552 shares worth $42.8K. The position accounts for 0.01% of the portfolio, ranked #556.

True Wealth Design first reported a position in SHEL in Q4 2022 and has held it in 15 quarters since. The position peaked at $894K in Q2 2024. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • True Wealth Design held 552 shares of Shell worth $42.8K as of Q2 2026.
  • True Wealth Design sold 3 Shell shares in Q2 2026, an estimated $259.
  • Shell made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #556 holding.
  • True Wealth Design first reported a position in Shell in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Shell position peaked at $894K in Q2 2024.
  • 1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.