Wedbush Securities’s Shell SHEL Stock Holding History

Wedbush Securities’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	$1.08M	Buy	13,938 +1,025	+8%	+$88.5K	0.03%	454
2026 Q1	$1.2M	Sell	12,913 -1,745	-12%	-$141K	0.04%	392
2025 Q4	$1.08M	Buy	14,658 +1,544	+12%	+$114K	0.03%	428
2025 Q3	$938K	Sell	13,114 -2,881	-18%	-$207K	0.03%	449
2025 Q2	$1.13M	Sell	15,995 -1,072	-6%	-$71.9K	0.04%	383
2025 Q1	$1.25M	Sell	17,067 -1,044	-6%	-$70.3K	0.05%	324
2024 Q4	$1.14M	Buy	18,111 +1,986	+12%	+$130K	0.04%	345
2024 Q3	$1.06M	Sell	16,125 -406	-2%	-$28.8K	0.04%	354
2024 Q2	$1.19M	Sell	16,531 -1,308	-7%	-$93.5K	0.04%	324
2024 Q1	$1.2M	Sell	17,839 -1,334	-7%	-$85.5K	0.04%	323
2023 Q4	$1.26M	Buy	19,173 +279	+1%	+$18.3K	0.06%	270
2023 Q3	$1.22M	Buy	18,894 +395	+2%	+$24.6K	0.06%	255
2023 Q2	$1.12M	Sell	18,499 -2,331	-11%	-$140K	0.05%	294
2023 Q1	$1.2M	Sell	20,830 -3,669	-15%	-$216K	0.06%	274
2022 Q4	$1.4M	Sell	24,499 -1,991	-8%	-$110K	0.08%	217
2022 Q3	$1.32M	Sell	26,490 -1,504	-5%	-$77.5K	0.07%	218
2022 Q2	$1.46M	Buy	+27,994	New	+$1.57M	0.08%	203

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

Wedbush Securities's SHEL Position: Q2 2026 in Review

Wedbush Securities increased its Shell (SHEL) stake by 7.9% in Q2 2026, buying an estimated $88.5K and bringing the position to 13,938 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #454.

Wedbush Securities first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.46M in Q2 2022. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Wedbush Securities held 13,938 shares of Shell worth $1.08M as of Q2 2026.
Wedbush Securities bought 1,025 Shell shares in Q2 2026, an estimated $88.5K.
Shell made up 0.03% of Wedbush Securities's portfolio in Q2 2026, its #454 holding.
Wedbush Securities first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
Wedbush Securities's Shell position peaked at $1.46M in Q2 2022.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.