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AlphaCore Capital’s Shell SHEL Stock Holding History

AlphaCore Capital’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 		$1.44M Buy
18,559
+2,369
+15% +$204K 0.03% 383
2026
Q1 		$1.51M Sell
16,190
-2,614
-14% -$211K 0.04% 304
2025
Q4 		$1.38M Buy
18,804
+4,519
+32% +$333K 0.03% 335
2025
Q3 		$1.02M Buy
14,285
+8,162
+133% +$588K 0.03% 295
2025
Q2 		$431K Sell
6,123
-158
-3% -$10.6K 0.02% 403
2025
Q1 		$460K Buy
+6,281
New +$423K 0.04% 284

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

AlphaCore Capital's SHEL Position: Q2 2026 in Review

AlphaCore Capital increased its Shell (SHEL) stake by 15% in Q2 2026, buying an estimated $204K and bringing the position to 18,559 shares worth $1.44M. The position accounts for 0.03% of the portfolio, ranked #383.

AlphaCore Capital first reported a position in SHEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.51M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • AlphaCore Capital held 18,559 shares of Shell worth $1.44M as of Q2 2026.
  • AlphaCore Capital bought 2,369 Shell shares in Q2 2026, an estimated $204K.
  • Shell made up 0.03% of AlphaCore Capital's portfolio in Q2 2026, its #383 holding.
  • AlphaCore Capital first reported a position in Shell in Q1 2025 and has held it in 6 quarters since.
  • AlphaCore Capital's Shell position peaked at $1.51M in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.