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 Q2	$220K	Buy	2,836 +954	+51%	+$82.4K	0.05%	210
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 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

Twin Peaks Wealth Advisors's SHEL Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its Shell (SHEL) stake by 51% in Q2 2026, buying an estimated $82.4K and bringing the position to 2,836 shares worth $220K. The position accounts for 0.05% of the portfolio, ranked #210.

Twin Peaks Wealth Advisors first reported a position in SHEL in Q2 2025 and has held it in 3 quarters since. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Twin Peaks Wealth Advisors held 2,836 shares of Shell worth $220K as of Q2 2026.
Twin Peaks Wealth Advisors bought 954 Shell shares in Q2 2026, an estimated $82.4K.
Shell made up 0.05% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #210 holding.
Twin Peaks Wealth Advisors first reported a position in Shell in Q2 2025 and has held it in 3 quarters since.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.