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Vermillion Wealth Management’s Shell SHEL Stock Holding History

Vermillion Wealth Management’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 		$67.4K Buy
870
+133
+18% +$11.5K 0.02% 517
2026
Q1 		$68.5K Buy
737
+5
+0.7% +$404 0.03% 171
2025
Q4 		$53.8K Buy
732
+5
+0.7% +$368 0.02% 192
2025
Q3 		$52K Buy
727
+6
+0.8% +$432 0.01% 560
2025
Q2 		$50.8K Buy
721
+5
+0.7% +$335 0.02% 178
2025
Q1 		$52.4K Buy
716
+6
+0.8% +$404 0.02% 500
2024
Q4 		$44.5K Buy
+710
New +$46.5K 0.02% 190

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

Vermillion Wealth Management's SHEL Position: Q2 2026 in Review

Vermillion Wealth Management increased its Shell (SHEL) stake by 18% in Q2 2026, buying an estimated $11.5K and bringing the position to 870 shares worth $67.4K. The position accounts for 0.02% of the portfolio, ranked #517.

Vermillion Wealth Management first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $68.5K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Vermillion Wealth Management held 870 shares of Shell worth $67.4K as of Q2 2026.
  • Vermillion Wealth Management bought 133 Shell shares in Q2 2026, an estimated $11.5K.
  • Shell made up 0.02% of Vermillion Wealth Management's portfolio in Q2 2026, its #517 holding.
  • Vermillion Wealth Management first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
  • Vermillion Wealth Management's Shell position peaked at $68.5K in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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