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Twin Peaks Wealth Advisors’s Shell SHEL Stock Holding History

Twin Peaks Wealth 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
Q1 		$175K Buy
+1,882
New +$152K 0.04% 204
2025
Q3 		– Sell
-928
Closed -$67.1K – 1766
2025
Q2 		$67.1K Buy
+928
New +$62.2K 0.02% 297

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Twin Peaks Wealth Advisors's SHEL Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Shell (SHEL) in Q1 2026: 1,882 shares worth $175K. The stake represents 0.04% of the portfolio and ranks #204 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SHEL as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in SHEL in Q2 2025 and has held it in 2 quarters since. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,882 shares of Shell worth $175K as of Q1 2026.
  • Shell was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Shell made up 0.04% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #204 holding.
  • Twin Peaks Wealth Advisors first reported a position in Shell in Q2 2025 and has held it in 2 quarters since.
  • 1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.