Western Wealth Management’s Shell SHEL Stock Holding History

Western 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	$279K	Buy	3,604 +394	+12%	+$34K	0.01%	851
2026 Q1	$299K	Sell	3,210 -260	-7%	-$21K	0.01%	803
2025 Q4	$255K	Buy	+3,470	New	+$256K	0.01%	716
2024 Q4	–	Sell	-3,274	Closed	-$216K	–	784
2024 Q3	$216K	Sell	3,274 -190	-5%	-$13.5K	0.01%	696
2024 Q2	$250K	Sell	3,464 -257	-7%	-$18.4K	0.02%	555
2024 Q1	$249K	Buy	3,721 +351	+10%	+$22.5K	0.02%	560
2023 Q4	$222K	Buy	3,370 +110	+3%	+$7.22K	0.02%	629
2023 Q3	$210K	Buy	+3,260	New	+$203K	0.02%	602
2023 Q2	–	Sell	-3,941	Closed	-$227K	–	670
2023 Q1	$227K	Sell	3,941 -3,098	-44%	-$182K	0.02%	581
2022 Q4	$401K	Sell	7,039 -5,616	-44%	-$310K	0.04%	391
2022 Q3	$632K	Sell	12,655 -648	-5%	-$33.4K	0.04%	409
2022 Q2	$699K	Buy	+13,303	New	+$747K	0.04%	385

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

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

Western Wealth Management increased its Shell (SHEL) stake by 12% in Q2 2026, buying an estimated $34K and bringing the position to 3,604 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #851.

Western Wealth Management first reported a position in SHEL in Q2 2022 and has held it in 12 quarters since. The position peaked at $699K in Q2 2022. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Western Wealth Management held 3,604 shares of Shell worth $279K as of Q2 2026.
Western Wealth Management bought 394 Shell shares in Q2 2026, an estimated $34K.
Shell made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #851 holding.
Western Wealth Management first reported a position in Shell in Q2 2022 and has held it in 12 quarters since.
Western Wealth Management's Shell position peaked at $699K in Q2 2022.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.