Tyche Wealth Partners’s Shell SHEL Stock Holding History

Tyche 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 Q2	$282K	Hold	3,638	–	–	0.04%	272
2026 Q1	$338K	Buy	3,638 +76	+2%	+$6.14K	0.05%	257
2025 Q4	$262K	Hold	3,562	–	–	0.04%	279
2025 Q3	$255K	Hold	3,562	–	–	0.04%	257
2025 Q2	$251K	Sell	3,562 -104	-3%	-$6.97K	0.05%	247
2025 Q1	$269K	Hold	3,666	–	–	0.06%	216
2024 Q4	$230K	Sell	3,666 -40	-1%	-$2.62K	0.05%	260
2024 Q3	$244K	Sell	3,706 -43	-1%	-$3.04K	0.06%	238
2024 Q2	$271K	Hold	3,749	–	–	0.07%	204
2024 Q1	$251K	Hold	3,749	–	–	0.06%	225
2023 Q4	$247K	Buy	+3,749	New	+$246K	0.06%	238

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

Tyche Wealth Partners's SHEL Position: Q2 2026 in Review

Tyche Wealth Partners held its Shell (SHEL) position steady in Q2 2026 at 3,638 shares worth $282K. The position accounts for 0.04% of the portfolio, ranked #272.

Tyche Wealth Partners first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $338K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Tyche Wealth Partners held 3,638 shares of Shell worth $282K as of Q2 2026.
Tyche Wealth Partners left its Shell share count unchanged in Q2 2026.
Shell made up 0.04% of Tyche Wealth Partners's portfolio in Q2 2026, its #272 holding.
Tyche Wealth Partners first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
Tyche Wealth Partners's Shell position peaked at $338K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Tyche Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.