Werba Rubin Papier Wealth Management’s Shell SHEL Stock Holding History

Werba Rubin Papier 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	$268K	Buy	3,451 +65	+2%	+$5.61K	0.03%	239
2026 Q1	$315K	Buy	3,386 +90	+3%	+$7.27K	0.04%	188
2025 Q4	$242K	Sell	3,296 -6	-0.2%	-$442	0.07%	194
2025 Q3	$236K	Buy	3,302 +116	+4%	+$8.35K	0.04%	209
2025 Q2	$224K	Buy	3,186 +58	+2%	+$3.89K	0.04%	196
2025 Q1	$229K	Buy	+3,128	New	+$211K	0.05%	161
2024 Q4	–	Sell	-3,567	Closed	-$235K	–	209
2024 Q3	$235K	Buy	3,567 +139	+4%	+$9.85K	0.06%	155
2024 Q2	$247K	Buy	+3,428	New	+$245K	0.07%	136

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

Werba Rubin Papier Wealth Management's SHEL Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Shell (SHEL) stake by 1.9% in Q2 2026, buying an estimated $5.61K and bringing the position to 3,451 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #239.

Werba Rubin Papier Wealth Management first reported a position in SHEL in Q2 2024 and has held it in 8 quarters since. The position peaked at $315K in Q1 2026. 1,525 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Werba Rubin Papier Wealth Management held 3,451 shares of Shell worth $268K as of Q2 2026.
Werba Rubin Papier Wealth Management bought 65 Shell shares in Q2 2026, an estimated $5.61K.
Shell made up 0.03% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #239 holding.
Werba Rubin Papier Wealth Management first reported a position in Shell in Q2 2024 and has held it in 8 quarters since.
Werba Rubin Papier Wealth Management's Shell position peaked at $315K in Q1 2026.
1,525 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.