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WealthTrust Axiom’s Shell SHEL Stock Holding History

WealthTrust Axiom’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 		$1.37M Sell
17,622
-350
-2% -$30.2K 0.31% 76
2026
Q1 		$1.67M Buy
17,972
+202
+1% +$16.3K 0.41% 53
2025
Q4 		$1.31M Buy
17,770
+240
+1% +$17.7K 0.34% 66
2025
Q3 		$1.25M Sell
17,530
-774
-4% -$55.7K 0.34% 66
2025
Q2 		$1.29M Sell
18,304
-694
-4% -$46.5K 0.38% 65
2025
Q1 		$1.39M Buy
18,998
+67
+0.4% +$4.51K 0.42% 52
2024
Q4 		$1.19M Sell
18,931
-145
-0.8% -$9.5K 0.35% 61
2024
Q3 		$1.26M Sell
19,076
-381
-2% -$27K 0.37% 62
2024
Q2 		$1.4M Sell
19,457
-136
-0.7% -$9.72K 0.47% 52
2024
Q1 		$1.31M Buy
19,593
+5
+0% +$320 0.42% 56
2023
Q4 		$1.29M Sell
19,588
-206
-1% -$13.5K 0.43% 57
2023
Q3 		$1.27M Buy
19,794
+4
+0% +$249 0.46% 52
2023
Q2 		$1.19M Buy
19,790
+553
+3% +$33.2K 0.4% 54
2023
Q1 		$1.11M Buy
19,237
+4
+0% +$235 0.38% 62
2022
Q4 		$1.1M Buy
19,233
+3
+0% +$165 0.38% 64
2022
Q3 		$956K Buy
19,230
+5,811
+43% +$299K 0.36% 67
2022
Q2 		$701K Buy
13,419
+11
+0.1% +$618 0.25% 89
2022
Q1 		$736K Buy
+13,408
New +$712K 0.23% 91

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

WealthTrust Axiom's SHEL Position: Q2 2026 in Review

WealthTrust Axiom reduced its Shell (SHEL) stake by 1.9% in Q2 2026, selling an estimated $30.2K and leaving 17,622 shares worth $1.37M. The position accounts for 0.31% of the portfolio, ranked #76.

WealthTrust Axiom first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.67M in Q1 2026. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • WealthTrust Axiom held 17,622 shares of Shell worth $1.37M as of Q2 2026.
  • WealthTrust Axiom sold 350 Shell shares in Q2 2026, an estimated $30.2K.
  • Shell made up 0.31% of WealthTrust Axiom's portfolio in Q2 2026, its #76 holding.
  • WealthTrust Axiom first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • WealthTrust Axiom's Shell position peaked at $1.67M in Q1 2026.
  • 1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.